Sunday, December 9, 2007

Time for VF Corp.

VFC has been on my wish list for a while and looks like it's now in the bargain bin. I've been a fan of this organization since the early '90s when I did some work with former employees on market research and brand development. The future potential of NorthFace, both here and internationally, is just the most obvious force at work. It's a company of smart brand builders. I think I'll sign on for long-term growth with a small initial stake funded by some profit-taking in GMCR and AAPL.

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