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Non-Tech : The North Face (TNFI)

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To: Barry Shore who wrote (108)4/9/1998 1:32:00 AM
From: Bollmonster  Read Replies (1) of 236
 
Barry,

I've been following this stock off and on for a year now, and I think you have it about right. Stock should (historically) peak right after most of the winter buying season orders are in and all of the preorders are in. Then TNFI announces record pre-orders, and record fall and anticipated record winter Qs, and then the stock fades somewhat in light of lower visibility (lower earnings quarters for the spring and quarters when they have the highest costs.)

I made a little money on this pattern last year...maybe I'll repeat the attempt. I'm still concerned about losing the "fashion o.k.", though, which is why I'm not ready to make this a long-term hold and I probably won't risk too much.

Good luck,

Bollmonster
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