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Strategies & Market Trends : Value Investing
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To: staring who wrote (60182)12/8/2017 5:47:21 PM
From: upanddown   of 78425
 
The problem with retail is that it has become very seasonal. Lots of apparel chains have had 20-50% runs in the 4th qtr. For a lot of them, the 4th qtr is the only qtr that they make any real dough.

I've had some that have been big winners recently (ANF LULU BKE WSM). I have no intention of being in them in Jan - Feb when they are into the lean qtrs and giving it all back.
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