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Strategies & Market Trends : Buffettology

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To: Paul Senior who wrote (3075)	12/21/2002 12:14:37 PM
From: Dale Baker	Read Replies (1) of 4691

Why the recent haircut in SHRP? Looks very interesting here at 16. Can't find any recent bad news - their latest report looks pretty good: "While it is still early in the quarter, our recently reported excellent sales momentum such as a 27 percent increase in comparable store sales for the Thanksgiving weekend, and a 90 percent increase in Internet orders for the Monday after Thanksgiving -- we believe our results will be at the higher end of our previously improved guidance of $1.12 to $1.16 per share earnings for the fourth quarter. This would be a significant improvement over last year's fourth quarter earnings of $0.92 per share," Thalheimer further stated.

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