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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (5870)	1/25/1999 10:00:00 PM
From: James Clarke	Read Replies (2) of 78476

re: TOY You're right, Paul, Toys R Us is in the crosshairs of the e-tailers. But that is not why their stock has gone from 40 to 15, as you know. As you said, it is because they have been abysmal allocators of capital. I talked to management recently and learned that they are refusing to be "the warehouse of the industry" anymore. Speaks volumes about their past when they tolerated that. If you don't see inventory turns increasing soon, get out of the stock. If inventories do what they are supposed to, I would hang on until just before the Christmas season and then reevaluate. If they come through on their promises - and they have made plenty of promises before - you could make a good deal of money on this dog in the next twelve months. JJC

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