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To: ild who wrote (203531)11/8/2002 12:52:21 PM
From: reaper  Read Replies (2) | Respond to of 436258
 
yes. it is a great business, among the best financial returns in retailing. its one of those 'too expensive to be long, too good a company to be short' companies in my opinion. you can wait a long time waiting for good companies like NDN, BBBY, BBY, KSS to crack; i prefer preying on the POS businesses.

Cheers



To: ild who wrote (203531)11/8/2002 3:36:48 PM
From: ild  Respond to of 436258
 
Commercials sold some gold
cftc.gov

and shorted more SP500
cftc.gov



To: ild who wrote (203531)11/8/2002 8:32:14 PM
From: Knighty Tin  Respond to of 436258
 
ILD, If Roach and Takehero Sano are correct, Walmart will be a 99C store in the future. <g> BTW, thanks for posting their comments. Though I disagree with Roach that 55% of the globe is in deflation, I sure see it heading that way.


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