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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (38455)10/17/2011 12:06:13 PM
From: Paul Senior   of 78903
 
I'll take losses on Veolia (VE) and the Gap (GPS) now.

I assume VE dividend will be drastically cut as company goes through a significant restructuring. That already may be reflected in the stock price. I'll bet the stock won't recover until more is known about how the restructuring will work, and maybe until some dividend is expected to resume (if it were to be eliminated this year or next).
I cut back my small position by about 1/2. Maybe the rest later.

Gap is closing stores in USA, moving to open stores in China. I don't see why if there's underperformance in USA, why management would have much confidence in success in starting up stores in China.
Reading about Gap on the internet, there are way too many comments about poor quality of Gap clothing. Also high prices or the wrong styles/sizes. I'll close my position. (Ot: And maybe consider a small short here, although I don't do well with my attempts to short stocks.)

finance.yahoo.com
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