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

To: - with a K who wrote (17543)	8/10/2003 2:13:59 PM
From: richardred	Read Replies (1) \| Respond to of 78984

I agree with your comments for the most part. IMO-I feel one area of recent pressure is from retail grocery. Many chains feel the threat, and are sacrificing margins to maintain share. Many grocery retail stores have posted dismal results recently. I haven't looked into it, to in depth, but I suspect retail grocery chains margins are even thinner than Costco. There have even been some chapter 11 filings recently (retail grocery and wholesale supply). Walmart is in all areas. IMO-When you get that big. It's only a matter of time before you let your guard down. K-Mart case in point. RR