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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (24046)	6/5/2006 6:53:39 AM
From: Mark Marcellus	Read Replies (2) of 78666

URBN is getting interesting. Well run company with three very robust concepts. Their business model is a little more decentralized than the normal retail franchise model, and I think they are suffering growing pains as they scale up. I have confidence in management and think they will be a long term winner. I bought a little in the 18's will buy a lot more if the price gets better. I would be wary of ROST. I don't think it's currently at a great price, and they are also suffering some growing pains. FWIW, in the last CC they pretty much ruled out any major expansions for the next couple of years.

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