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

To: sjemmeri who wrote (19376)	7/1/2004 9:31:01 AM
From: Dale Baker	Respond to of 79199

HLSH is now up 20% from 12/31/03 if that helps. Madharry, my results were the same for the quarter thanks to small caps and emerging market plays getting hit. Still up almost 10% YTD.

To: sjemmeri who wrote (19376)	8/11/2004 10:22:01 PM
From: Paul Senior	Read Replies (1) \| Respond to of 79199

Abercrombie's dropped some today (12%, 4 points to $29.32). That's still not low enough to tempt me to buy more though. Based on my interpretation of what I'm reading, it's a hold for now. marketwatch.com The issue for investors here might be -given all that's now known about ANF and current price, does one see ANF as a cheap growth stock (therefore, a buy), or is ANF just a retailer subject to fashion whims and therefore cyclical in revenue and earnings, and thus deserving of a low or lower p/e multiple (and lower stock price)? I have no answer, but I hope ANF might eventually deliver the right amount and kind of inventory to their target customers. So I'll hold my very few shares. ------- OTOH, I have added to my small position in Sharper Image after that stock has taken some sharp drops recently. Stock has continued to drop still. P/e now about 10 (if management's new estimates are correct). I'm weighing what I will do now.