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

To: Mark Marcellus who wrote (27877)	8/23/2007 9:14:29 AM
From: Neil H	Respond to of 78758

URBN - It is my daughter's favorite store. She likes both Urban Outfitters and Anthropologie. She has a good feel for what is hot. I've traded it on the last drop. Would like to see sub 20's again and will buy for a long. Neil

To: Mark Marcellus who wrote (27877)	8/23/2007 5:20:22 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78758

URBN. My market research staff (teen age nieces) like this one also. My problem is ... my problem. I don't consider the stock a value pick, the stock being very expensive imo on several metrics. My research staff also has liked Under Armour and Zumiez. I have dismissed these two several times because they also are expensive - very much so for a value investor. I've been correct about that all right, but VERY wrong nonetheless because I've forgone opportunities to profit from the stocks' rise. And they have risen: finance.yahoo.com Ach. The old story. Is it better to have a consistent viewpoint or method that doesn't sometimes work, or are we here to make money when we can and the opportunity presents itself? Maybe I need to reframe the way I view retail stocks, get away from trying to find value plays in retail, and just faith-base jump in on the recommendations from my expert research staff who seem to spot the growth opportunities. As I say, my problem.