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

To: Bananawind who wrote (31303)6/28/2008 12:12:08 PM
From: Jurgis Bekepuris  Respond to of 78711
 
Despite the good results, I would not re-buy CRMT. ROE is still low, margins are low too. And like you say, it is not clear what is driving the positive side of the story, so I would chalk it up to "outside my comfort zone" and move on. I don't understand Buffett's KMX investment either.



To: Bananawind who wrote (31303)6/28/2008 2:53:51 PM
From: Paul Senior  Read Replies (1) | Respond to of 78711
 
CRMT. I'm with Jurgis Bekepuris's opinion on this one again too.

Not really understanding why CRMT management or their business model is doing so much better than other auto retailers, and that the stock is up at highs, I'd avoid the stock now. Jmo, I could be wrong, as I have been many, many times.

Message 23783805


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