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Strategies & Market Trends : Value Investing

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To: Steve168 who wrote (9411)	12/23/1999 10:49:00 PM
From: James Clarke	Read Replies (2) of 78645

Wow. Now I really hope this one works! My best info (its tough to get a retailer to talk between Thanksgiving and Christmas) tells me December is meeting expectations through a week ago. November was well above expectations, so putting two and two together that tells me they are still on track for beating estimates for the important fourth quarter. I'm surprised we didn't get a devil's advocate on this one. Maybe I'll have to do it myself. Did anybody look at the composition of net working capital? Its very different from FIT. You've got a credit sub here to keep an eye on. I've asked these questions, and I think that's where the risk is. I'm watching it as carefully as I can and obviously haven't seen any reason to get overly concerned. But I keep watching it. Surprised we haven't heard from Dr. Mike. We'll probably find out he bought it for his fund at the absolute low! JJC

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