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Strategies & Market Trends : Can you beat 50% per month?

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To: Perspective who wrote (12196)10/29/2007 3:43:26 PM
From: Smiling Bob   of 19256
 
GES
Traded in and out once, back in now
VMW - you are right. The tech bubble broke many shorts. I need to keep that in mind when trading techs ie. limit positions.
Bought this on the bigger they are theory.

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GES
Valuations relative to next few qtrs
Clothing business is intrinsically fickle.
Throw in a toughening economy, and things could turn downhill fast. I'm very bearish on economy and expect things to crumble dramatically once it begins.
GSE is selling trendy apparel, not staples. It's disposable income. Buy designer clothes or store brand?
CROX is an even better example. Ugly holy clogs will be laughed at 6-9 months down the road. Unless you still have Earth Shoes.

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Trailing P/E (ttm, intraday): 30.34
Forward P/E (fye 31-Dec-08) 1: 22.84
Price/Sales (ttm): 3.22
Price/Book (mrq): 8.90
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