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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (26215)3/5/2007 10:23:26 AM
From: Wallace Rivers  Read Replies (2) of 78742
 
Paul, nothing in particular. I guess one of my favorite MOs is to buy market leaders with reasonable PEs well off their highs. I've done this several times with BBY. I must admit this last purchase is underwater.

I do like BBY's business model....I think the flat panel biz is a good space in the retail sector, and like the Magnolia Theatre and Geek Squad brand extensions.
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