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Strategies & Market Trends : Value Investing

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To: Bill Wexler who wrote (28154)	9/20/2007 3:36:53 PM
From: deeno	Read Replies (1) of 78523

"I don't think you can be in ANY retail at this point, even the chains with some international exposure" Im not sure i understand your logic on this and Intl cos. If we stop buying "stuff"...Most stuff is made for us somewhere else. so THEY arent going to sell much "stuff" that means that they are likely to stop making more "stuff" Not making more "stuff" means you dont need all that raw material. Not to mentionm all those $1 an hour employees. Hm. Dont need that new building/plant. guess we can forgo that cement and steel, What the HELL are we doing with all this GD oil all over the place. If you dont sell it today you smell it tomarrow. Cut prices MAKE em buy........ Ok oil $30, Inflation, what inflation? material gluts everywhere. Whats left? Food. Food should be good.

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