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


To: Dale Baker who wrote (18481)4/8/2004 12:24:56 PM
From: Paul Senior  Read Replies (1) | Respond to of 78748
 
My shoe stocks: SKX, SCNYB. Also where shoe retailing is a concomitant business: ZQK, HED.

Losing position in short: MAXS

Adding now an exploratory position in SHOO. Reasonable but not great p/e, p/s. Nice rise in bv over past few years. (But this might be irrelevant to the company's business prospects or its business model and goals). I will make a small bet that the stock will do a little better - like other shoe stocks (and apparel stocks) seem to be doing. (Retail sales reports are coming in pretty good, imo, and that might help.) Jmo.

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