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


To: Tomato who wrote (11319)10/18/2000 6:37:50 PM
From: Paul Senior  Respond to of 78614
 
Thanks for the SKO info, Tomato. I hadn't seen it.

I just do not know if SKO is in the midst of expiring or not. On the one hand, p/sales is so low, the management seems responsive enough to try to improve things, and they do have assets to work with. OTOH, it many not be a question of retail being temporarily out of favor, or SKO not having the right merchandise right now. It may be a structural problem - competition, SKO business model, integration of recent acquisition.

I shall continue my bet that SKO will muddle through. And I will likely add to my holdings tomorrow.

Paul.