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Thanks for your input. I've bought and sold SKX a few times and like it.
The same for the others, and IMKTA as well. Your in depth analysis is helpful and interesting.
Same with SKX. Currently out (sold at $40 ) but the only thing in my portfolio I want to sell at the moment is short term capital gains so no dice on getting back in quite yet. IMKTA stock is one of my smallest positions (done not so well, bought at $40) and the bonds one of my larger positions (collected my interest with no significant change in value - boring as mud but that's the point). Looked at in isolation the IMKTA equity is better than the debt, but finding comparably well priced stocks is easily doable while finding comparably well priced debt is hard. Still at $28 a share I am giving thought to selling the debt and loading up on stock instead, just hate to remove the stabilizing effect of the fixed income.
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) but the only thing in my portfolio I want to sell at the moment is short term capital gains so no dice on getting back in quite yet. IMKTA stock is one of my smallest positions (done not so well, bought at $40) and the bonds one of my larger positions (collected my interest with no significant change in value - boring as mud but that's the point). Looked at in isolation the IMKTA equity is better than the debt, but finding comparably well priced stocks is easily doable while finding comparably well priced debt is hard. Still at $28 a share I am giving thought to selling the debt and loading up on stock instead, just hate to remove the stabilizing effect of the fixed income.
Celgene
But with 363 days remaining, I'm not taking victory laps. 
