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To: DanZ who wrote (21963)	1/22/2000 1:42:00 PM
From: Paul Moerman	Read Replies (1) \| Respond to of 53068

Dan, thanks for your insights on retailers. I own CLE and ZANY, and consider both of them as strong value plays at current prices. Technically a no go, but both will be announcing earnings through December 31 soon that should be quite good. I'm willing to be early on them, since I have some other stocks like vlnc and ancr that are giving me plenty of excitement day to day! <g> Would be interested in your thoughts on ZANY, especially given we have some in the Z!

To: DanZ who wrote (21963)	1/23/2000 12:16:00 AM
From: Kelvin Taylor	Respond to of 53068

Dan- Good post on the retails. Here's another one that has gotton hammered over the past since Dec. SHRP: 10 1/2. PE: 14 52 low: 8 52 high: 23 1/2 PEG: 0.36 Earnings estimates were raised a week ago from $0.74 to $0.77 per share for this qrt. Trading below both the 200 and 50 DMA. finance.yahoo.com Looks dirt cheap right here, getting no attention I guess in an out of favor sector. Kelvin

To: DanZ who wrote (21963)	1/23/2000 8:38:00 AM
From: Ron McKinnon	Respond to of 53068

Dan, retail this sector is always seasonal and cyclical which stock(s) one buys depends on your investment time frame if for the long term then i think you go with the top dogs the generals the gorillas the Hd's and WMT's etc for shorter term I'd look for extremely oversold technicals combined with a F/A approach if the entirre sector is down why not pick the best of the best; those that will be around for years compare say a RL to a TOM both beat up which has more staying power? whcih is more likely to return to favor? which has better balance sheet downside protection? when looking at a down and out sector I think it is often better to do a basket of say 3 to 5 stocks rather than go whole hog in just one gives a bit of protection from picking the wrong one