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

To: Paul Senior who wrote (24046)	6/4/2006 11:35:27 PM
From: doug5y	Read Replies (2) \| Respond to of 78666

Don't know about clothing companies at the moment, but how about chewing on some WWY ( Wrigleys)? Seems to be hitting a 52 week low, probably not going out of business tomorrow, and could keep your Tootsie Roll company in your portfolio. A Buffett kinda company, just what you like. I read some where that chewing gum is catching on in China, or did I just imagine that? Pays a 2% div too. I've not pulled the trigger yet, but am looking hard at it. doug5y

To: Paul Senior who wrote (24046)	6/5/2006 1:55:43 AM
From: Grommit	Respond to of 78666

clothing -- try OXM. I am proud to say that I added some OXM at the open on friday. finance.yahoo.com I am sorry to say that I also bought some last march.

To: Paul Senior who wrote (24046)	6/5/2006 6:16:16 AM
From: Neil H	Respond to of 78666

Re the clothing companies you are good with ANF and AEOS. Although certainly not a candidate for the followers of this thread I have done the best with a Growth Company CWTR. Neil

To: Paul Senior who wrote (24046)	6/5/2006 6:53:39 AM
From: Mark Marcellus	Read Replies (2) \| Respond to of 78666

URBN is getting interesting. Well run company with three very robust concepts. Their business model is a little more decentralized than the normal retail franchise model, and I think they are suffering growing pains as they scale up. I have confidence in management and think they will be a long term winner. I bought a little in the 18's will buy a lot more if the price gets better. I would be wary of ROST. I don't think it's currently at a great price, and they are also suffering some growing pains. FWIW, in the last CC they pretty much ruled out any major expansions for the next couple of years.