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


To: Paul Senior who wrote (23666)3/29/2006 12:44:15 PM
From: Grommit  Respond to of 78717
 
Thanks for the list. I have not bought ANF yet either. Probably today since you got me thinking about it. I looked over your names, most are very familiar.

RML looks very promising but I did not like the low ROE and low EPS growth this year. Their published outlook for 2007 is under 10% EPS growth too. But a good presentation on their website, and I like their products and story. I think it fairly valued right now and will watch.

I am surprised PSUN was not on your list. Approx aame PE as RML but 16% EPS growth. 25% ROE, etc.
finance.yahoo.com

If I did not mention OXM previously, you might want to look at them also.
finance.yahoo.com

Always been a fan of CLE, but sold too soon last year. Happy with my profit however. Congrats on holding on.

ROST -- sold in dec 04, and I watch the stock. Also, fairly priced now, I think. I bit of insider selling there.

regards,
grommit



To: Paul Senior who wrote (23666)3/30/2006 11:58:37 AM
From: Neil H  Read Replies (2) | Respond to of 78717
 
Hi Paul - On clothing retailers I have been doing quite well with CWTR. Originally picked it up a couple of years ago based on my wifes comments on the store. Not a value by any means but still in the early stages of a large build out.

I also have AEOS. Re - ANF - I am watching and waiting until July to consider picking it up prior to school. It often seems to decline in the 2nd Q.

Neil