Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: epicure who wrote (25443)	12/5/2006 12:04:30 AM
From: Mark Marcellus	Read Replies (2) of 78748

Retail IS frothy at the moment, but I think ANF and URBN are way too dangerous - and too good at what they do. If I was going to look for a retail company to short, I'd look for companies with high debt (or at least some debt), tough comparisons vs. last year, and some sort of impediment to future growth or any other developments that might compress margins. ETH could work, TGT is another one that might be interesting. I haven't looked closely at either one though. FWIW, I do own URBN right now, out of ANF. And, because I'm in basic agreement with Paul on the long/short issue, I'll mention that CWTR is a retailer I'm looking at on the long side right now.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next