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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Grommit who wrote (9639)1/13/2000 8:44:00 PM
From: Paul Senior  Read Replies (1) | Respond to of 78670
 
Grommit, right now I'm a little put off about clothing stocks (and airline stocks)

I surprise myself when I have a small speculative position and it drops substantially. Not surprised about the drop. More surprised about how much pain I feel. When I buy a very small position I assume that because the position is small, a small loss can't hurt me too badly. But the loss sometimes turns out painfully larger than I expect. I'm going to have to do a better job in setting mental stops.

ROSS Stores (ROST)looks like it might be okay. Nice call on Claire's. TJX is too expensive for me. We've had some buyers of ROSS on this thread before. I defer to their expertise.



To: Grommit who wrote (9639)1/14/2000 12:23:00 AM
From: Michael Burry  Respond to of 78670
 
I've been successful so far being patient with Ross (ROST) and TJX (by not buying). ROST continues to make new lows. I'm about to pound the table. I've followed both of these for awhile, and feel ROST offers the better value as there is more growth available to them, and the ratios are better. TJX appears slightly better run. Haven't bought yet though, and I'd love to see insiders buy into ROST.

Mike


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