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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (46100)	1/5/2012 1:40:51 PM
From: Jurgis Bekepuris	2 Recommendations Read Replies (1) of 78743

I don't short. But if I did, I'd short horrible businesses in terminal decline. Like EK. Or airlines anytime they persuade the public that they are doing well. Or newspapers. Or booksellers like BKS. Or Chinese RTOs ;). Or NOK and RIMM :P (I am long NOK ;)). IMHO, it's not a good risk/reward to short a vastly profitable, high-ROE, high-brand-name company just because it is overvalued. I understand that you also believe that it faces headwinds, so it's a bit like Einhorn's GMCR short. Still, COH (and GMCR) could just be bought out, taken private, etc. It also can find new outlets for their stores/products. It can establish new product lines on top of existing ones. So I'd say - no short. Obviously, if there is another 2009-confidence-crash-Chinese-meltdown, COH stock can fall a lot too. :)

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