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Strategies & Market Trends : Buffettology

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To: Shane M who wrote (3744)5/23/2006 2:58:21 PM
From: Paul Senior  Read Replies (3) of 4691
 
I'll take some BBBY at current price.

Multiple compression might indeed be the risk at this stage. On a relative basis (p/sales, p/e) it seems to be happening.

Positives remain: sales growth, if slowing, is still there, and profit margins are good (imo) and have been increasing over past years. (Perhaps though those margins may have peaked.)

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Aside: some retail or retail-related stocks I'm holding:

finance.yahoo.com
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