Under Armour doesn't have a successful record in trying to be all things to all people. This is a company which I would say specializes in poor capital allocation decisions. It really seems like as a business now, under armor is probably a more attractive target for activist investors than it has been in the past. They do have some level of brand equity. Their products are good. There's an opportunity there. But they're not growing sales at a rate that would indicate that they've held on to all of their past segments of the market.
Sometimes it really doesn't matter if your quarterly profits were higher than Wall Street was expecting.
(00:21) Bill Barker discusses: - Shares of PayPal falling close to a 5-year low after guidance for the current quarter was low - How PayPal's CEO search is affecting shareholders - Under Armour's continued struggles and less-than-impressive record of share buybacks
(14:40) If college tuition payments are in your future, are you ready? Alison Southwick and Robert Brokamp talk with Megan Brinsfield of Motley Fool Wealth Management about different scenarios for paying for college.
Companies discussed: PYPL, UA, UAA
Host: Chris Hill Guests: Bill Barker, Alison Southwick, Robert Brokamp, Megan Brinsfield Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
Motley Fool Wealth Management (“MWFM”) is an SEC registered investment adviser. MWFM, an affiliate of The Motley Fool LLC (“TMF”) is a separate legal entity, and all financial planning and discretionary asset management services for our clients are made independently by the financial planners and asset managers at MFWM. No TMF analysts are involved in the investment decision making or daily operations of MFWM. MFWM does not attempt to track any TMF services. All investments involve risk, including loss of principal. Past performance does not guarantee future results. Certain statements may be deemed forward-looking. There is not guarantee that these projections or forward-looking statements will come to fruition. This discussion is for informational and illustrative purposes only and should not be construed as investment advice or recommendations.
Learn more about your ad choices. Visit megaphone.fm/adchoices