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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (19750)10/4/2004 9:59:03 AM
From: Paul Senior  Read Replies (1) of 78764
 
I'll add an exploratory position in KSWS now to the shoe stocks I already have.

Their product somewhat out of fashion now, it seems to me. I look forward to see the cycle change more to their favor. (Not a safe bet because this lower-tier company has been in trouble before with their product, & the stock has really cratered. May do so again and not recover.)

I note positive mention by Jensen in recent Third Avenue Funds' fundholder report.

finance.yahoo.com
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