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Strategies & Market Trends : Value Investing
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To: Madharry who wrote (8635)10/13/1999 1:43:00 PM
From: Terrapin  Read Replies (1) of 78673
 
Hi Armin,

I agree; there are some non-value stocks that I like also but they need to be discounted a bit more for my tastes.

In the meantime, I think BEBE was discussed here. This is probably more of a young-growth story but it appears that the entire specialty retail sector is out of favor. Everything is being brought lower today in sympathy with ANF which was hobbled by some confusing analyst comments which may or may not have been retracted. There are some issues regarding inventories (good fodder for Paul's discussion of inventory yield) but the bull argument there is that they are preparing for a robust back-to-school/holiday shopping season.

Still the sector merits investigation at these levels, IMHO.

Regards,
Terrapin

PS: are you in PZN?
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