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

To: James Clarke who wrote (27994)	9/2/2007 10:48:16 AM
From: Jurgis Bekepuris	Respond to of 78764

I looked at PLCE and that one is scary. It's failing at fillings, failing at loan covenants, failing at store remodelings for DIS. I am not sure why DIS does not walk away in disgust. Perhaps they don't see a better alternative, so maybe PLCE has some power. But I would not touch this one with a 10 foot pole. No retailers attractive to me have been "killed" yet. It seems that market is still assuming no recession and containment of subprime/credit. HD and WMT are getting to OKish prices, but not there yet IMHO. I hold LIZ and AEO, but neither is screaming buy. I will wait if TLB and CHS drop at least another 10-20%.

To: James Clarke who wrote (27994)	9/3/2007 1:36:22 AM
From: Paul Senior	Respond to of 78764

duplicate

To: James Clarke who wrote (27994)	9/3/2007 1:37:49 AM
From: Paul Senior	Respond to of 78764

I have to pass on BGP. I can't figure it. P/bk and p/sales are relatively low, but debt is up. Sales are up on Harry Potter, but earnings not. Dreman, Wellington, others have a position (according to Yahoo). Even at current low price, it still does not seem like a bargain price to me. Jmo, I could be wrong. As I have been so many,many times. For me, I'll guess low price (low p/sales, relatively low p/e) of Best Buy (BBY) will make a better bet. Its prospects seem better to me, but perhaps there's a better reversion-to-mean opp with something that's dropped quickly like BGP. I don't know. Fwiw, I'm looking at ole thread favorite (for some of us) GOT. finance.yahoo.com