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Strategies & Market Trends : Buffettology
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To: jhg_in_kc who wrote (2805)5/16/2001 6:02:26 PM
From: Bob Rudd  Read Replies (1) of 4691
 
KREM: I looked at it as a possible short due to valuation, but decided it was too early. For me it's too high a multiple, but they clearly had a very solid quarter and the wind is at their backs. I'd guess the stock is discounting the build-out, and as such may have room to run. I can see Buffett liking this co., but doubt he would buy it anywhere near this price.

I sold too soon on ANF too. Concerned about AEOS competition. Oops.
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