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

To: - with a K who wrote (20629)2/8/2005 1:44:08 PM
From: Paul Senior  Read Replies (3) | Respond to of 78705
 
ANF: I've been antsy on this one for a while, so I'll use your post, -with a K, to act on my feeling that it might be time to take some off the table.

Forward p/e =19, psr =2.6, p/b = 6.4. Doesn't look cheap on these measures. OTOH, 0 total debt (unusual for a retailer, I believe) and $5/sh in cash provide lots of flexibility and possibility for management initiatives to enhance business value.

Selling 1/2 of my remaining stub position (11/'02 purchase).



To: - with a K who wrote (20629)2/17/2005 10:26:25 PM
From: - with a K  Respond to of 78705
 
Stopped out of AEOS today; 9.8% gain (EOM)



To: - with a K who wrote (20629)2/22/2005 1:41:05 PM
From: - with a K  Respond to of 78705
 
Sold CHS for a 14% gain. Last week closed out AEOS for 9.9% gain.


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