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Strategies & Market Trends : Value Investing

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To: Mark Marcellus who wrote (24711)	8/25/2006 7:49:35 AM
From: Wallace Rivers	Read Replies (1) of 78774

Mark, How much of the business is WH/BM? Retailing can turn on a dime, on the next "great" concept or fad. I guess that's what you're betting on if you are buying CHS, which I haven't yet. I still like WSM at these levels better. I think less risk, because of being less of a one trick pony (granted that CHS has the WH/BM and fledgling Soma concepts). For the same reason, CHS probably has more upside, if the company is able to properly execute a turnaround. In the last five years or so, trough PE has been 15, so I'm guessing there is still downside to low 15s based on revised '07 earnings of 1.10-1.15.

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