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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: MulhollandDrive who wrote (8433)	11/19/2007 5:38:36 PM
From: yard_man	Read Replies (1) \| Respond to of 33421

>> i'm going out on a limb here, but i think that retail is going to be much worse than is currently priced in << I probably won't be spending as much -- can't control the other half <g> , but I think you are right.

To: MulhollandDrive who wrote (8433)	11/19/2007 5:57:47 PM
From: estatemakr	Read Replies (1) \| Respond to of 33421

I bet you'll lose ;-) Take a behemoth like Walmart(or dozens of other examples!). Had a pe multiple of 39 at the turn of '99/'00, and now it sports a multiple of 14. Weak consumer spending is already priced in. Based upon valuation, it is very difficult for me to see any semblance of the 1999-2000 bubble and the present. I'll definitely take the other side of your bet