SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Wallace Rivers who wrote (10437)4/26/2000 5:30:00 PM
From: cpabobp  Read Replies (1) of 78954
 
I am still not convinced it's the right time to enter ANF. A friend of mine in the same industry as ANF has said that Charles & Michelle Martin were a big part of ANF's success. It is my understanding that they are no longer employed at ANF (although I can't provide any proof other than word of mouth and memory of a local news article). This may already be reflected in the stock price, but it may not if earnings decrease.

Other conflicting info from the same person has said that ANF is really run by it's buyers, and if the buyers remain at ANF, they should perform the same. To their advantage, ANF is small enough to respond to changes in trend (as compared to the Gap), if they retain the people they need.

Personally, I would rather miss a little bit of the boat upward, and jump on after the May 9th earnings report.

I'd like to buy ANF because of the low valuation, I'm just not convinced that it will be that low of a valuation if their earnings for 2000 are revised downward (to say less than $1.00/shr).

I am not a current holder or buyer of ANF,(but my mind changes every minute or so).

Other transactions today:
Sold CCG at 31 3/4
Bought ECIL at 26 7/16 and 26 1/2

I think I missed the boat on HLR. I hadn't mentioned hear yet, but was considering. I'm considering a little less now that I missed out on +20%.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News