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Strategies & Market Trends : Buffettology

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To: James Clarke who wrote (3158)	1/6/2003 1:08:05 PM
From: hoyasaxa	Read Replies (1) of 4691

I don't get the ANF cheering going on here. I don't like their clothes and don't know anyone in any age range who does. I do not see them as an enduring brand like polo or a "staple clothes"/commodity-like store like the gap and put them more in the catagory of the Jcrews out there. Fashion is fickle and so will be the margins of ANF going forward IMHO. I will bet anyone a dollar that ANF does not exist in 10 years. Certainly not a Buffett stock! All that said, perhaps it could be a good ST trade.

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