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

To: Paul Senior who wrote (3075)	9/28/2002 6:28:31 PM
From: Shane M	Read Replies (1) \| Respond to of 4691

Paul, I guess the thing to me about some of these retail companies is they have long term numbers that look like buffett potential. To me there's got to be some kind of "moat" or "barrier" that lets a company get ROEs of 20-30% for 5 or more years. Is the leap really that far from candy, furniture, or ice cream to full out consumer retail? As far as companies go, I really only have interest in top tier companies should I venture further into retail. I'm having enough trouble convincing myself on these, I know I won't be able to pull the trigger on more marginal players. This seems to translate into growth with high ROE and lots of positive cashflow. BTW, you mentioned Emerson the other day. I pulled out my Dremel and noticed Emerson makes it. Pretty neat little tool. Shane

To: Paul Senior who wrote (3075)	12/21/2002 12:14:37 PM
From: Dale Baker	Read Replies (1) \| Respond to of 4691

Why the recent haircut in SHRP? Looks very interesting here at 16. Can't find any recent bad news - their latest report looks pretty good: "While it is still early in the quarter, our recently reported excellent sales momentum such as a 27 percent increase in comparable store sales for the Thanksgiving weekend, and a 90 percent increase in Internet orders for the Monday after Thanksgiving -- we believe our results will be at the higher end of our previously improved guidance of $1.12 to $1.16 per share earnings for the fourth quarter. This would be a significant improvement over last year's fourth quarter earnings of $0.92 per share," Thalheimer further stated.