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

To: Paul Senior who wrote (14598)	6/9/2002 6:26:20 PM
From: 249443	Respond to of 78745

OTOTOT: Classic Radio I have a few close posters on this thread. I thought I would post a link to a regular Harry Nile site. Harry is a private eye, based in the '40s/'50s -- in Seattle, WA. Living in Seattle for awhile -- and this is where the show is produced -- I grew to like the show. For anybody out there who likes private eyes, mystery radio, etc., it is an interesting radio program show. There are weekly programs -- not all Henry Nile. (I promise no more intrusions into Value Stock picking discussions!) :) transmediasf.com "Imagination Theatre" Show #325 "The Case Of The Fatal Fall/Bum Steer" 6/9/02

To: Paul Senior who wrote (14598)	6/11/2002 5:53:40 AM
From: Night Trader	Respond to of 78745

Paul, I've held VANS in the past but not for a couple of years so I'm not current with it. However from a brief glance I see its trading at some 25 times next years estimates, which have been trending down in any case. Stocks this small in this sector rarely trade beyond 15. It also has an alarmingly high short position which makes me wary. I sold SHOO way too early around 14 on its way to 20 but I don't believe in buy and hold with retail shares. Another one from this sector you may want to consider - I don't hold it myself - is CAND, which crashed a couple of years ago (just a matter of time for all these stocks) but now has improving fundamentals and a forward PE around 10: biz.yahoo.com