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


To: James Clarke who wrote (10874)7/7/2000 6:24:58 AM
From: cpabobp  Respond to of 78511
 
Wish I was as lucky James.

I haven't held any ANF for fears of more bad news, but yesterday's report must have been liked by somebody. I'd still exercise caution since part of the overall increase in sales was from discounting their rising inventory to prepare for the fall school rush. Here's an article from individual investor that says about the same. Although they have already speculated as to the low teens as a base. I'm still not ready to jump in yet.

individualinvestor.com



To: James Clarke who wrote (10874)7/7/2000 9:54:58 AM
From: Grommit  Read Replies (1) | Respond to of 78511
 
ANF / AEOS -

"yes sir" to the ANF. My $15 purchases are still not brilliant, but the $13 and $10 buys are looking quite intelligent. :o)

If you want another chance on ANF-like stock, perhaps you should consider AEOS. I just bought AEOS this morning.

I posted on PSUN a short time ago when I bought. I was lucky there to hit the bottom. The chart for the 3 of these are quite similar.

I also bought MAIR today after watching it for ages.

Looked again at MAS, but do not appreciate the high levels of exec compensation.

Sold some BRL and all TDW.

cheers!



To: James Clarke who wrote (10874)7/7/2000 4:11:35 PM
From: Wallace Rivers  Respond to of 78511
 
FYI, there was a post on Yahoo WEN board (I own WEN), said that the word around Louisville (Tricon HQ) was that YUM would report a very good Q on 7/17. Didn't seem like Yahoo BS, if it was, the person would have been mentioning WEN, not YUM, IMHO.
I know some here own YUM. I opted for WEN because of a better balance sheet. Plus, I like Chicken Caesar Pitas and square hamburgers;^)



To: James Clarke who wrote (10874)7/9/2000 2:56:50 AM
From: Madharry  Respond to of 78511
 
OT I see that REL continues to get crushed. Have you investigated the possibility that the Senior debt could be a worthwhile investment at some point. I believe that is selling at a huge discount to par and if LUK does buy the company, the senior debt goes to par right away does it not?