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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (33363)1/27/2009 5:52:43 PM
From: Spekulatius  Read Replies (1) of 78644
 
Jurgis,
I added some COH and some CHCG today.
Lot's of post about COH from you. you have a handbag addicition?<g>. FWIW i do agree that they looks reasonable cheap and the stock (if not their product) looks well discounted.

I made a macro call on 10/13/08 to get rid of all my luxury related stocks. I did own UHR.VX (Swatch) and some others i don't remember. My concern was/is that luxury is going to be out a long long time.
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