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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (10391)4/20/2000 2:55:00 PM
From: James Clarke  Read Replies (1) of 78497
 
re: ANF Alright, I can't resist. I've been looking at Abercrombie for the last week pretty intently and just couldn't pull the trigger because it looks like it could be a fad. That's why I didn't buy Timberland two years ago too. There are wonderful things to say about this company's financials, though management is a little on the scummy side maybe. Yesterday when the stock ran up I was cursing about missing the bottom. Another shot today at 11 1/8 I took a small position.

And Crane, its up 40% or so off the bottom where I was lucky enough to double up my position. But I'll tell you, it still looks like a buy, not a sell.
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