John,
Any weakness in price due to perceived issues or out of favor psychological aspects in a company which has been well researched and demonstrates good strength with continuing growth is a sign of purchase opportunity, although we all tire of having this. Nevertheless, it doesn't appear that this will remain a problem forever, so might as well enjoy it while you can. When 4q comes and marquis openings like downtown Chicago and MGM occur, it will be harder to ignore, and when the 4-5/98 Disney animal Kingdom store opens, it should gain further psychological acceptance...in other words, if it hasn't already found a way to return to market favor, it will by this point.
As far as Disney, one way or the other, it is an awfully solid company to be involved with.
Baird...thanks for the MF post.
Take care,
Marshall |
