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Strategies & Market Trends : Buffettology
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To: Jurgis Bekepuris who wrote (2930)10/18/2001 12:09:59 AM
From: Paul Senior  Read Replies (2) of 4690
 
I'm still reviewing JNY. Even though the 10 year streak of 10%+ earnings gains will be broken, JNY looks like it can be stronger if the economy ever turns around and/or people become more clothes conscious. JNY diversity of brands and long established business performance has, in past, reduced some of the "fashion" up/down risk of the clothing/shoe business, imo.

Mr. Buffett or his surrogate still have some of their JNY position, I am assuming.

Paul Senior
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