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Strategies & Market Trends : Brand Name Values and Turnarounds -- Ignore unavailable to you. Want to Upgrade?


To: Paul Senior who wrote (68)7/29/1999 6:36:00 PM
From: Bob Rudd  Respond to of 82
 
Paul: I was in and out of BBY before I started participating in the value thread. At the time, I posted mostly on AOL boards. Sorry for the confusion. The parallel was lot's of negative vibes from board participants and bad-looking numbers in an industry with lot's of hurting players. What drove my bet was great store look, teeny P/S [.2], and demise of competitors. Figured by tightening up on operating controls they could, with just a bit of margin boost, show some good profits. As is often the case, I sold too soon, but still nailed a triple.
Anyway, I hope TSA works out for you.
bob