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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (25548)	12/17/2006 10:11:25 AM
From: Mark Marcellus	of 78740

I agree that CWTR isn't a value play right now, but it's worth following. Given the volatility of retail stocks, there's a good chance that within the next 2 years it will be. That's certainly what happened with my last two retail buys, URBN and CHS. My approach with retail stocks is to identify companies with strong franchises and pristine balance sheets, and then wait for the inevitable stumble that results in a good price. CWTR certainly fits my profile, I'm just waiting for the other shoe to drop. BTW, while I'm not going to defend TMF's horrible marketing, they've got some good analysts over there who have made me money.

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