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Strategies & Market Trends : Value Investing
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To: Mark Marcellus who wrote (13850)2/4/2002 10:01:05 AM
From: Bob Rudd  Read Replies (2) of 78746
 
While I agree basically with the Peter Lynch concept that someone in the business is often likely to get wind of new hot concepts before Wall Street, I'm doubtfull about the ability of a part-time employee in a clothing store to perceive a turnaround in a multi-faceted national chain like this. If there was little or no following, perhaps. But 20 to 30 analysts follow this and some of them visit stores weekly interviewing employees. For an employee to be led to beleive he/she will be ahead of the curve when the turn involves credit [What manner of evil hides in covenants], fashion and, from Mark's comments, logistics as well, is a mistake.
I reiterate my suggestion that Paul's advice should focus on asset allocation for prudent level of risk while clarifying the uncertainty.
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