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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (9561)1/8/2000 1:21:00 PM
From: peter51  Read Replies (1) of 78717
 
Paul Senior and LauA - On BKE, I share your concerns about fashion, but what makes this different from your typical fashion company is two things. First, they buy branded merchandise rather than private label their own styles, so you don't need for them to always be right on fashion, you just need them to buy from the right people whether it is Tommy Jeans or Doc Martin Shoes. Second they operate in small towns, so there is less competition on the branded fashion front. There just aren't that many places to get Tommy clothes in their markets. I agree with the concerns about cash comp, but family does owns 60% so the bottom line is that management is incredibly aligned with us.

LauA - I wasn't trying to spam your board, I have been reading this board for a while and just recently joined SI as a member. I have found myself looking at or owning many of the same names as you over the last few years. I had NCR for the first trip (immediately after the spin), bought some CURE during the summer and spent a lot of time looking at SNH in relation to VC/VTR and the bankruptcy of IHS. I recently submitted BKE as an idea to www.valueinvestorsclub.com and they accepted me and asked me if I knew of any like minded people, so i made my first posting to this board.
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