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

To: David who wrote (11594)	12/15/2000 3:58:28 PM
From: Bob Rudd	Respond to of 78491

re: ANF <<What do you make of the same store sales problem?>>Since I've been looking for a good re-entry on ANF, I'm pleased they had a SSS blip. There's a very active and well-informed board on ANF at www.fool.com . Haven't visited there recently, but participants often did store checks and reported. That might be a good place to get some perspective on the current situation. Heard on CNBC that ANF is already running 30% off sales. The apparel biz is hurting generally. I view this season as a throwaway- and an opportunity to pick up some premier players at bargain basement prices. Over the next 1 - 2 years, I'd look for a double from here, though. I doubt I'll short AEOS - it's not the bargain ANF is, but it's not that bad. Be well, Bob