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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (46311)	7/12/2012 3:39:39 PM
From: Spekulatius	Read Replies (1) of 78754

Re COH, looks like my thesis on COH short was right but my timing was off. I think closing the short at 67$ was the right move but could have, should have reentered. Of course i didn't. What is the lesson? I am not entirely sure. I guess I should have watched this stock and maybe checked the charts better, and take another shot at it at higher prices. Some of the car retailers like AZO and ORLY look topsy. If new car sales increase, maybe old clunkers get off the road and those are the ones that need a lot of parts, which naturally wouldn't be good for those car retailers.

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