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Strategies & Market Trends : Buffettology
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To: Paul Senior who wrote (3779)5/25/2006 12:37:41 AM
From: Shane M  Read Replies (1) of 4691
 
Paul, I like BBBY. I don't currently own it, but it's never left my watchlist. I have held it in the past - I sold what I had back in September 05.

Some retailers are starting to look interesting again. Chicos FAS (CHS) is tempting again to me right now. Urban Outfitters URBN also (I have about a half position in URBN now, and almost bit on CHS but am waiting.)

I opened a full position to Landstar LSTR this week and added to my existing Ceradyne CRDN.

Also at the top of the list is Knight Transport KNX.
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