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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (28176)	9/21/2007 11:49:16 AM
From: Bill Wexler	Read Replies (1) of 78751

BBY - well, you gentlemen certainly do have interesting points. but I think I'll stick with my short thesis. finance.yahoo.com As I said, let's revisit BBY again in detail after one or two quarters have passed by, and we get to see a little more evidence of the consequences of this currency devaluation. In the meantime, I want to go on the record with my BBY trades: Short BBY in the 50's also started a long position in GLD (gold)...11/13/2006 Message 23006054 Covered BBY in the low 40s....8/6/2007 Message 23766645 Calling BBY overvalued in the mid-high 40s, and made a general call about a pending secular bear market, beginning with consumer retail ...9/19/2007 Message 23898969

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