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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (31314)6/28/2008 4:21:19 PM
From: Bananawind  Read Replies (2) of 78702
 
I can't say as I disagree agree with you or Jurgis regarding CRMT or KMX for that matter but there is something about recessions that seem to make these business models successful. Both CRMT and KMX more than tripled in price in 2001-2002 and in fact Auto Dealerships were the second best performing industry in the last recession.

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