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


To: Jurgis Bekepuris who wrote (19301)3/31/2005 10:39:34 AM
From: Paul Senior  Respond to of 78683
 
NTZ: I didn't like earnings report from NTZ, and decided to close my tiny position. Balance sheet looks pretty strong for value investors, imo. Just that, if they're having trouble with earnings in this strong housing market, and if Chinese competition seems only to intensify (although the Chinese may only be looking at low end of leather goods market), I've lost courage to continue holding NTZ stock. Scared out, I'd say.

Jmo, and I've been wrong many,many times.

biz.yahoo.com