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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (16808)4/23/2003 5:09:56 PM
From: Grommit  Read Replies (2) of 78486
 
TJX, POS, HUG.

Hi Paul,

I've been away for a month. In Italy and France. Oh, I love the french wine! And I like their political stand on the war. And I walked in a peace rally in Florence. And Italian wine is very good too. :o)

Anyway, to a less controversial subject. You asked of TJX. I own a small amount, and am happy to hold it. Others in the sector - I bought more ROST today. I own TGT. It's overprices compared to other fine deals, but it has quality. I remember in the old days when everything was overvalued, we had to fish among the real lesser known stocks. I longed for the day I could afford quality name-brand companies.

I hold ANF, J Clarke's favorite of late. I hold S, sorry to say. I think it's a good deal, but hope it's not a KMart in the making.

On POS -- I saw some postings. I followed this one for a long time and owned it in the past. I like it, but not at this price. I agree Paul. There's other fish in the sea.

One old favorite I looked at and and will buy tomorrow - HUG.

I noticed our CMH, which was a stock much spoken of here, has been acquired by warren. I have a few shares which I bought half a year ago. Does anyone see a replacement for those shares. I looked at CPJ, as a REIT, but did not like it.

sold my darn NLS. no credibility.
RCRC is doing good. all right, Jim?

Paul, what's your favorite these days?

grommit
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