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

To: Paul Senior who wrote (27982)	8/31/2007 5:56:06 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78753

Paul, CWTR is still way overpriced. "I should have shorted it" overpriced. There was a Fool evaluation of its dismal 2Q results that was right on the money IMHO. TLB is a toss up - it will all depend if they can deal with J.Jill. Talbots stores are doing OKish. CHS is tough one. It is a buy if they can go back to 20% ROE, but I am really unsure they can. It's not a teenage outfit and once they drop out of the "luxury" market, it's very tough to come back. And "middle" market is very competitive and saturated. I think the "back to school spending on kids so 2Q results are bad" explanation is hogwash. This did not happen last year, why is this an explanation now? ANF - it's way too late to buy this one, where were you for the last 5 years? ;) (You can also ask where I was - I bought and sold for stupid reason ages ago.) URBN - expensive. TGT - not cheap either. Where did I miss that one for last 10 years? ;) TIF is expensive and ROE'wise does not show very good results for a luxury chain. Maybe that's the reason it dropped. SKS - oh my god, how can have such stinking ROE while being a real luxury retailer? Hmm, ok, their sales suck, that's why. :) Probably no one shops there. :) JWN - not sure. Really not sure. They have checkered history of results. ZUMZ is very expensive. Very. But of course, you have to expect that from your "hot growth teenage retailer". :) NVDA - Again, you are probably way too late. The time to buy it was when it was almost bankrupt. I think they reverse merged with their video card producer or something. I should have realized that it and ATI (now part of AMD) had a good duopoly. Of course, it was pure gamer play and the danger was that Intel or someone will kill them from low end. It's still a danger although smaller maybe. I think they have some low-price chips for integrated video but I doubt they are very protected.