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Strategies & Market Trends : Value Investing

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To: James Clarke who wrote (27868)	8/23/2007 3:20:57 AM
From: Paul Senior	Read Replies (1) of 78758

Jim Clarke. Thanks for sharing your ideas. I'm generally okay with the way I've averaged down --- although it's kind of sloppy and judgmental, and I can't admit to being comfortable while doing it. So there's room for improvement. ----------------------- I'll look a little closer at Borders (BGP). I have a losing position in IQW (Not a retailer. A printer of books, etc. though). The stock drops back a quarter point or so, I'll likely add. P/sales, p/book, company size and geographical and product diversity are positives, imo. I'm a buyer of clothing retailer AEO at current prices. Fwiw, I still have a position in your and the thread's old favorite of ANF, although it's out of my buy range now. I might add to my few shares of LIZ if it drops a point or so. I have a very losing position in jewelry store FNLY. I may add to that one if I could see some catalyst for the stock to recover. I'm considering adding to my losing position in ABER. A high end retailer should hold up with the growth of the brics middle class: ABER owns a diamond mine and the Harry Winston stores. I may up my position in TIF also. For a garp stock, I like WAG a couple points lower. finance.yahoo.com

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