Wells Fargo analyst Tom Nikic attributes strength in shares of Skechers (SKX) to an "unconfirmed report" that the company is potentially a takeover target for VF Corp. (VFC). The chatter originated on social media, but then it was reported by financial media outlet StreetAccount, which means it "has now been broadly disseminated to the Street" and "is worthwhile to comment on," according to Nikic, who said he is skeptical that such a deal would be done. He cites the fact that Skechers is still run by a founder he does not believe is "eager or willing to cede control," that this would be "far and away the largest acquisition" in VF's history, and the fact that he is not sure how Skechers would fit in the rest of VF's portfolio. Nikic, who views today's move higher in Skechers as unjustified, keeps a Market Perform rating on the shares, which are up 6% near 2 pm ET but off their earlier session highs.