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Strategies & Market Trends : Value Investing

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To: Madharry who wrote (40774)	12/22/2010 1:42:40 PM
From: Shane M	Read Replies (1) of 78753

Following several on the thead here I bought a half position in CSCO Cisco yesterday and today added more of a grower in SHOO Steve Madden (fancy footwear). CSCO is one of those gap downs that I wait for them to base out. Not sure if I waited long enough, it's been a month and a half since the gap down and takes a while for the decks to clear, but I went ahead and got started. SHOO is one I liked when I was in DECK a short while ago. It's had a good run and is fashion related so I have to be careful with it if fashion turns, but it hasn't surged quite like DECK which makes valuations look better. A GARP-type story I guess. Business "return" Metrics aren't as strong as DECK though.

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