Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Senior who wrote (74020)	12/4/2023 4:58:39 PM
From: Paul Senior	Read Replies (2) of 78515

Reviewing my retail basket I'm surprised to see ok moves in some of the positions. Investors' fears of recession hitting retail seem to have abated or disappeared (for now). I'll switch out some KSS for more of M (Macy's, still a tracking position). Intending to play the volatility in KSS, I hope to be able to rebuy at lower prices. For Macy's, Jan '21 was only year in past ten with loss (a big loss too). I want to believe the business will be profitable this year and next, driving the stock still higher (reversion to mean). finance.yahoo.com I added a few shares of CRI (Carter's, baby clothes) to my tracking position. finance.yahoo.com

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next