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Pastimes : Clown-Free Zone... sorry, no clowns allowed

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To: Mike M2 who wrote (224997)	3/3/2003 4:15:19 PM
From: reaper	of 436258

yeah, saw that (somebody else kind enough to post it to me yesterday). more interesting than the mention of Sears IMO is the mention of Kroger (KR). supermarket industry, while already back on its heels, is in bigggggg trouble right now w/ WalMart just KILLING them and upstarts like 99-Cents, Family Dollar and Dollar Tree nipping at their heels. people think supermarkets are 'safe', like they thought utilities (like DUK and EP) were 'safe'. supermarket industry IMO over-stored by about 10%, maybe more. stores are gonna start closing, and if economy gets bad we could see a wave of bankruptcies due to bad real estate deals / too-high lease payments a la what happened to the movie theatre industry 2-3 years ago. looking for REITS with big exposure to supermarket chains, in addition to the supermarket chains themselves. first salvo might be Ahold; people assuring the sheeple no liquidity problem there, but i heard that about Calpine and El Paso too.... Cheers

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