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

To: Wallace Rivers who wrote (9873)2/4/2000 8:31:00 AM
From: tencho  Respond to of 78468
 
I agree that fashion is notoriously hard to predict. But this is a company that has consistently beaten expectations for 14 quarters. I think that even if you apply a substantial discount for "fashion risk" there is still considerable upside in the stock



To: Wallace Rivers who wrote (9873)2/7/2000 12:11:00 PM
From: James Clarke  Read Replies (2) | Respond to of 78468
 
Bought Homestake Mining this morning at 7 3/4. Gold rallying through a support level, the yield curve doing weird things, and extreme complacency in the most dangerous part of the stock market. Connect those dots and that tells me owning a gold stock might be a good place for some money. also like my tech and internet shorts.

Thanks Mike. I'm in at about an eighth above your cost.


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