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Strategies & Market Trends : Value Investing

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To: James Clarke who wrote (9228)	12/9/1999 6:06:00 PM
From: Paul Senior	Read Replies (1) of 78601

Shoes: MAXS. RBK. Still holding MAXS. Buying now RBK. Scruffy management. Very out of favor stock and maybe products too. Maybe way too far behind NIKE to ever be viable. Still, it's a $3B dollar company. Selling below stated book and at lowest price in 12 years. Low p/sales. If shoe biz. is a fashion biz. then fashions change, so RBK may get another chance - IF mgmt. can manage properly. Maybe the much touted B2B software companies could help their distribution. I'd guess shoe retailers would like to see Reebok not go under since this would let NIKE totally dominate them. Rockport Div of RBK could have imo, nice market niche. My opinion: I don't think it's quite over for RBK. Starting a small position today. I can easily see stock doubling within 12 months. (Although it's true I don't see so clearly, and I've been wrong many, many times before.)

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