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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: pressboxjr who wrote (9207)	7/7/1999 11:37:00 PM
From: Rande Is	Respond to of 57584

JR, [I like DLTR long-term]. . . .Retailers. . . . Steady growth over the past 5 years. . .good increases in SSS. . . nice expansion. . . really nice chain. This quarter same store sales were only up 1.8 percent. . .but revs were up by nearly 50 million bucks and the company added about sixty-some stores. I doubt that earnings are that good, which is why the sell-off today on the report. Near-term, it will probably continue to sell off, but it makes a good choice for a retailer to buy and hold for several years. I also like WMT, FDO and FTUS. . . the whole "bargain" concept is kicking some butt in the retail sector. If I thought for a second that people were headed back to the malls to do their shopping, I'd be buying Federated. But that is just not the case. Abercrombie and Fitch[ANF], The Gap, Old Navy[GAP], Eddie Bauer[SPGLA], Limited[LTD], Victoria's[IBI], etc. are all doing great. . .and make great investments over the long term, IMO. BBY and CC have been extraordinary performers in every way. . .BBY is an amazing store. . .any smaller electronics stores out there that might ride this wave? Rande Is