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

To: James Clarke who wrote (11121)	9/6/2000 6:10:17 AM
From: Grommit	Respond to of 78753

I agree that ANF is a hold at these prices but I just found other that I had to own. Good Luck. If you've done college fund math, you know you want the 50% return in the last year, not the first year, I think I know math. It is cummutative. Remember your mathematics properties from Algebra I? Check again. :o)

To: James Clarke who wrote (11121)	9/6/2000 6:57:45 AM
From: cpabobp	Read Replies (1) \| Respond to of 78753

James, I looked hard at ANF and GPS and came to a different conclusion. Regardless of ANF's recent performance, I am not sold on their management and inventory. It is more than likely that I missed the boat on most of ANF's movement because they (IMHO) are reasonably valued. Even with the distribution and Old Navy problems at GPS, they still are the industry leader and deserve a premium much like Walmart. I have seen their management react much better than ANF. In any case, my GPS position is really a hedge against my wife's spending. I can only hope my profits can exceed her spending at Baby Gap. I have been pretty happy with my holdings recently, and have not done much trading. Current holdings are: AINN ALSC AXNT CAT CPQ DHOM FMER GPS HBAN MO OCR ONE SNH SNPS T TJX TRN Positions I'm considering selling: AINN ALSC MO OCR SNPS T Stocks I'm considering purchasing: None