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

To: Bob Rudd who wrote (11706)	1/5/2001 6:58:47 PM
From: Bob Rudd	Respond to of 78573

Sold ANF reluctantly today [22% gain] after comparing to AEOS SSS for Dec & Nov: AEOS was up 26% for the 2 months while ANF was down 18%. These 2 are very similar and this relative underperformance calls execution into question. I looked at SSS for several apparel retailers and ANF was near the bottom for the 2 months. May move back in after exploring performance issues, but I don't consider myself highly in touch with fashion trends and am thus quick on the trigger. I suspect this market will be very volatile as investors shift focus from lower rates to punk earnings and back. This may provide a lower re-entry. I'm not buying AEOS as insiders are selling and valuation is high, IMO.