Dave Gore's Trades That Make Sense Message Board

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Strategies & Market Trends : Dave Gore's Trades That Make Sense

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To: im a survivor who wrote (16371)	5/13/2003 3:27:28 PM
From: Bruce A. Brotnov	Read Replies (3) of 16631

AAII has been looking good lately and sure looks like it was oversold to me several weeks ago. I am in it at 9s and more at 11 area. HDI is a long term winner as no one can compete with their market nitch "de Harley". JCOM is one of my favorites, but their annual report gives plenty of fuel for the 4.7M short interest shares as they gave 9 pages of risk considerations and why they might not be able to sustain their growth. It needs to hold 28 area or I might start trimming. LOW should be a solid long term winner as well, year after year. It seems like you may be a bit overloaded in the retail stocks, unless that is your plan. You have competitors like HD, LOW and then COST and WMT. I might try to pick out the one that looks best going forward to reduce duplication.

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