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

To: Jurgis Bekepuris who wrote (27883)	8/23/2007 1:56:00 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78751

OK, color me trader, but I sold TLB again. I looked at TLB second quarter report and I did not like what I saw there. The market is rather optimistic that TLB has a bright future, but I am not convinced. They did not have great results historically except for 2001-2004. And even then their sales were stagnant, so it is obvious that some idiot decided to grow via J.Jill acquisition. It may still work out, but it does not look very good right now. Cash has dropped a lot and though the debt has lessened a bit, there are some funny "other liabilities" that increased a lot on the balance sheet. I may rebuy it again, but I am not sure. The trades were in tax deferred account.