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PINE STREET JOURNAL

Poor Richard's Financial Strategies
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Last updated 19th, August 2015

 
Considering Vista Outdoors for purchase - 08/13/2015
 
Vista Outdoors is on my current shopping list but not yet part of DIY portfolio.
 
What I like:
 
  • Typical Spin-off case with proven business, mgt and brands.
  • A lot of good brands lightly diversified (but not too ) in outdoor sports, law enforcement and military.
  • Good free Cash flow - Could afford to pay a decent dividend some time in near future.
 

Where I am Cautious:
 
  • New  - not a long track record.
  • Don't know yet what they plan to do with free cash flow.  I would prefer a dividend in near future.
  • They have had a good run in the stock price recently, I may buy on a pull back.