I like Borders Group, Jason. On a dip, I think it is a good gamble. Only thing is that as long as AMZN is looking for new lows, then BAMM, BKS and BGP will probably flounder. But someday soon, there will be a day of reckoning with e-commerce stocks. I think then we will see that BAMM, BKS, [then BGP] also NTKI, CDNW, EGGS and a few others are UNDERvalued, while AMZN, YHOO, UBID, ONSL, TMCS and many many others are OVERvalued.
It is simply a matter of time before an accurate way of valuation is discovered for this new breed. Now AOL will probably never get accurately valued again, now that the biggest of the fund managers have taken it under their wing and made it the number one holding of some of the largest mutual funds on the planet.
BGP has 77mil shares so there is not a big hurry, IMO. Also, I think we have lots more downside before it gets officially discovered [it was discovered long ago, but it needs to first get shorted down, before the big boys will buy it].
Definitely BGP should be one for our watch list. . . provided the market holds up long enough to allow these Inets to run some more.
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