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


To: Wallace Rivers who wrote (16428)2/15/2003 1:31:27 PM
From: Paul Senior  Read Replies (2) | Respond to of 78523
 
Wallace Rivers: I don't know if NKE's a sell, but it does not look like a buy at its current expensive (imo) price. Ditto others like Reebok, Timberland, etc.

I'm still holding several shoe companies. I'm debating what to do about my remaining MAXS position if the stock drops more. I have a losing position in SKX, and I'm considering adding to that also. I continue to watch VANS (strong balance sheet a positive vs. the negative of faddish ancillary business-skate parks)

Among retailers, I don't look at Footlocker much, but I am considering trying to catch Payless if it gets to within a couple of points of its low.

finance.yahoo.com

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SGU/SGH a little too complicated for me. Have to pass for now.

Paul Senior