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Technology Stocks : Full Disclosure Trading
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To: BWAC who wrote (3393)12/26/2002 12:23:33 PM
From: Sam Citron  Read Replies (1) of 13403
 
OT BWAC,

I have noticed that you are much more focused on retail than most SI threaders. Would you consider posting your trades here at the Full Disclosure Thread?

I am particularly interested in your trading approach in LOW and HD, as you seem to be moving money from LOW into HD. Message 18372304
Is this simply a valuation issue? I have seen the "Cannibalization" word being used wrt HD's aggressive 15% sf buildout in spite of recent punk same store sales #s. Is saturation a threat here in the US, and what is the overseas potential?

Sam
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