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Strategies & Market Trends : Buffettology

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To: Jurgis Bekepuris who wrote (3093)	11/1/2002 5:39:57 PM
From: Paul Senior	Read Replies (2) of 4691

I'll start ANF today with a very small buy. On the one hand, it feels like I'm a little late to be buying. (The stock's had a 25% run up since lows of a couple weeks ago). OTOH, it didn't dawn on me until now the potential that ANF has with its Hollister stores. Hollister will account for only a small amount of ANF's earnings for now. But I've got a position in Quicksilver which might soon be very much affected by the surfer-themed competitor, Hollister. Since some of Quicksilver's numbers (e.g. p/e, d/e, roe, roa, profit margin) are much less attractive than ANF's, perhaps Quicksilver stock is vulnerable too. I figure I had better be in ANF now and watch both it and ZQK much closer. finance.yahoo.com Paul Senior

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