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

To: Cogito Ergo Sum who wrote (32099)	9/19/2008 5:22:42 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78628

PSS/clothes: I've not followed PSS closely enough to have confidence to add. Sold some, still holding about half of a very small position. I have added to SKX recently and will add more if stock will fall further on no adverse news. (Maybe TIF too, if it'll drop a couple of points, also on no adverse news) I currently have positions in these clothing/clothing-related companies: finance.yahoo.com (Biggest clothing retailer might be WMT. I have shares.) ================ No more custom shirts and custom-made Italian suits for me: I'm a Costco guy now. lol.

To: Cogito Ergo Sum who wrote (32099)	11/21/2008 11:08:56 AM
From: Paul Senior	Read Replies (2) \| Respond to of 78628

Shoe related stocks continue to get stomped. Foot Locker lowers view and drops 40%: reuters.com That seems to have affected other shoe retailers. I'll up my small [t]PSS[/t] (<span style='font-size:11px'>LAST</span>: 5.0<span style='font-size:11px'> 11/21/2008 10:53:34 AM</span>) position a little now - just a few shares - and add a few shares to [t]SKX[/t] (<span style='font-size:11px'>LAST</span>: 9.38<span style='font-size:11px'> 11/21/2008 10:53:31 AM</span>) too. [t]FL[/t] (<span style='font-size:11px'>LAST</span>: 4.36<span style='font-size:11px'> 11/21/2008 10:53:41 AM</span>) doesn't look too bad a current price. In some ways, better than PSS. Unlike PSS, FL has more cash than debt. Both companies profitable every year in past ten.