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

To: Jurgis Bekepuris who wrote (26728)	5/3/2007 4:31:27 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78763

I've been looking at LIZ vs. JNY. I forgot about TLB. I'm in doubt mode. LIZ and JNY have some great brands. As you say though, difficult to discern the turnaround. Right now my market research team (female family members -g-) like Juicy brand (which is buried within LIZ). I might go with a few, a very few LIZ with the intent to scale in as stock drops. JNY has been a Warren Buffett/surrogate pick in past. So it should be considered. TLB a buy @ under $20, I'd say. Or maybe even under @21. I'll watch it. Relatively (to itself) low p/sales. ...hmmm... that one could be tempting. Building on those buy considerations, maybe it's time to also consider reducing positions in some of the others that are in niches and have higher prices, multiples. I have ANF, AEO, ARO, others. Got tired of waiting for completion of the cashout offer for CLE and sold position couple days ago.