EK -
I ran some numbers and looked at the situation. The
price *is* rather attractive, and the business does not
look as bad as promised. But with all the other
bargains popping around, I am not going to bite.
See ANF (still!), GES, TSG, MYG, ELY, PCAR, CA, GPS, GCI,
DL, NUE, APCC.
Or even EFX, SGP, RAL - these are hitting new highs, so I
am reluctant to buy. ;-)
Or on the other hand the super-tech-trio: INTC+MSFT+LU.
Substitute T, WCOM, AAPL if you wish.
Jurgis - own ANF, TSG, MSFT, LU, and pharma-sector-fund
P.S. Remember once more: "In a crash, buy quality!" ;-) |
