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Strategies & Market Trends : Value Investing
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To: Grommit who wrote (14713)6/29/2002 1:31:41 PM
From: Paul Senior   of 78744
 
Grommit, I looked at ANF and SVU, and decided neither one is for me right now.

I don't see ANF being at a bargain price, although it might well be. I have been wrong about it before: missing out on its previous rise couple years ago after several people here suggested it.

From what I can see, SVU is attractive because its expected p/e is relatively low. Stock might very well trade much higher if those expected earnings materialize. I don't have Wal-Mart, but I do have exposure now to each of the other three giant national grocery chains. Size-wise, SVU seems like it's between those larger chains and the smaller ones. In what I consider the mid-size segment, I am only considering building up again my remnants of FLM. My current focus has been mostly on the smaller chains. For example, SMF, to which I'm weighing adding more shares to my starter position.

Paul Senior
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