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

To: Allen Furlan who wrote (16554)3/9/2003 10:29:01 PM
From: Wyätt Gwyön  Read Replies (1) | Respond to of 78670
 
re: May, nice article in the latest Barron's on the dept stores. basically they are cheap because the big boxes like Kohl's and Target are eating their lunch and the oldliners are slow to respond. May cheap due to lowered forecasts. no more cost cutting opps. per Barron's, Federated may be best bet of this group due to high FCF.



To: Allen Furlan who wrote (16554)3/11/2003 7:08:16 AM
From: Demetre Deliyanakis  Respond to of 78670
 
Dept stores are good value plays, but I prefer specialty apparel

I think LTD or GPS would be good. I am doing more work on them before I buy them

Demetre


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