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

To: Shane M who wrote (2963)	1/27/2002 4:30:15 PM
From: Jurgis Bekepuris	Respond to of 4690

Shane, Yeah, I forgot CDWC - I'll pass just because I don't like investing in commodity type situations. This is also why I don't like BBBY - why is it performing well, if there are so many different BBB competitors: Linens'n'things, potentially Pier 1, I don't know. :-( I guess I would have missed the WMT and Home Depot too. ;-) ANF - agree with your critique, but this would also apply to AEOS. ADRX - I will look at it, since I like pharmas... >I'm familiar with Checkpoint Software (CHKP) from > some gorilla game investing I do Well, then drop by G&K thread sometime. ;-) I'll get back to you as promised Jurgis - later