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Strategies & Market Trends : Value Investing

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To: Dale Baker who wrote (14687)	3/14/2003 3:07:26 PM
From: Paul Senior	of 78666

I'll start to add back some PERY now after my recent sales. In an interesting (imo) MarketWatch report today about financier Carl Icahn, they concomitantly say, "He also sees opportunities in the retail sector, and owns a fair amount of Perry Ellis International (PERY: news, chart, profile), which he thinks is well run." marketwatch.com Okay, that gives the imprimatur to PERY's published estimate that they expect to make "approximately $2.60 fully-diluted" for the year ending Jan. '04. That's under 8x earnings for an aggressively growing company with established brand names. (If those estimates are right and the stock doesn't drop further -g-) At an 8 p/e it looks okay for me to buy more again. (I'll increase position from tiny to very small.)

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