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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: stomper who wrote (117346)8/17/2001 12:40:15 PM
From: marginmike  Read Replies (1) of 436258
 
I just know some people who own huge retail chains who thinks KKS is a disaster in the making. They are growing by expansion, and their strategy is lame at best. Look SBUX,FD and other retailers I like on the short side have bled down slowly. Eventially we get are Whoosh. I prefer the Banks here on the short side, because I believe that if the trend of lower rates and lower credit demand continue in unison the banks will get Decimated. Retailers can always restructure and downsize and they can keep the dream alive. Look at Kmart on its last legs for ten years.
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