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Strategies & Market Trends : Value Investing

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To: petal who wrote (70596)	7/5/2022 8:43:00 PM
From: E_K_S	Read Replies (1) of 78748

RE: AEO & BGFV These are new positions I have started earlier this year and continue to add. The only other retail I own is M. The fundamentals look good but maybe Mr Market is discounting for bad times (ie Recession). I like AEO best but would like to buy/add shares at lower prices. It was interesting that on the big sell off today, both of these opened green. That's a good sign. I am still not convinced of the retail recovery (look at BBBY but that may/could be a company specific problem). Would like to build these two to a 1% portfolio position. Only 25% there.

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