Paul: CLSC I have at 5, picked up before I went on vacation a couple of weeks ago. If I had been around, I would have added some more when it slipped below 4. I expect it will take at least six months for it to drift back into the 8-9 range. If sooner, great; if later, I can nap some more. On MAT, I am about flat now. I'll pick up some more if it drifts down a bit more, which it seems more than happy to do. I expect at least a 50 percent gain from here within, again, a half a year. Three things hold my attention. First, eventually the Learning Company will go. Second, Harry Potter tie-ins are coming. Third, new focused management aiming to stick to the knitting. I may be wrong here, but I'm in no hurry. ETYS is totally speculative, obviously. Probably a bad bet, but I bot a little this week. BTW, BBY is a pretty good retail bet between now and Thanksgiving, I think. M2.
PS Id add TOY, but I just plain missed it when it was in the 14-15 area. What's your take on HAS? |
