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

To: Brendan W who wrote (20859)	3/11/2005 5:12:14 PM
From: Suma	Read Replies (3) \| Respond to of 78476

I sold all of my WMT a hold of 10 years to buy TGT and CVS... Lately I have been very disappointed in a lot of things that WMT has done and the law suits etc. They have been engaging in fights here to get stores in and there has been terrible Resistance to their coming in. I go to SAMS and they are so disorganized.. I just felt that TGT was a better place to put money right now and I like CVS very much. They have bought out all the ECKERD stores here in Florida where they have a terrific presence as well as in N.C. Who knows. I could be all wet. WMT just got such bad press lately. I felt guilty owning them. However that being said, good luck with your new investment WMT..

To: Brendan W who wrote (20859)	3/11/2005 5:20:54 PM
From: Paul Senior	Respond to of 78476

Yes, agree w/you, Brendan Watt. CVS, TGT imo maybe GAARP stocks, not value stocks, imo, and the way I look at value - p/e,p/bk, psr, etc. However, at least a couple here ----Not me :>(, have made good profits in CVS according to their posts on that stock. So maybe there's still profit-making opp. w/CVS as a GAARP stock. For any buyer now, my question would be, "How long are you planning to be in the stock?", because given CVS(and TGT) high prices, it may take a while to see decent gains. JMO, I've been wrong on CVS several times. Also holding RAD, for reasons mentioned by -with a K. My last batch purchased 3/1/04 @$5.63/sh., so I was wrong to have averaged up on that stock. Planning on holding to see what the next 12 months bring. In my area of the country, we're oversaturated with these drug stores: Like gas stations of olde, there seem to be one on every corner, and they keep putting them up (and sometimes abruptly departing from them). In witnessing this, there's something not confidence-inspiring regarding the business/stocks. Also, fwiw, repeating that I too have an exploratory few shares in CSCO.