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


To: Shane M who wrote (3078)10/1/2002 5:03:15 PM
From: Jurgis Bekepuris  Read Replies (4) | Respond to of 4691
 
Shane,

You have even better prices for retailers after today. :-)

I still like ANF - I don't care what other people say about their marketing. But we are not on philosophy, sociology or whatever thread, so I won't go into tirade... The only comment is that management is compensated on the edge of reasonable'ness.

BBBY: yes, with 20% ROE, 25 future PE, I also get 10% ROI. However for all other stocks I assume 15 future PE, so assuming 25 for BBBY is HUGE leap of faith for me. It's up to you...

Jurgis