Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Paul Senior who wrote (35239)	12/4/2009 12:01:08 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78627

ARO. Re-entering this retailer of teen clothes. Positive article in Barron's encapsulates the value idea for me: "Aeropostale tends to have lower prices for its goods than a number of its rivals. And its stock, trading at just 8.5 times next year's earnings, not far off its five-year historical low of 7.5 times, is cheaper than that of rivals like Abercrombie & Fitch (ANF) and American Eagle (AEO). . The stock has outperformed its apparel retail peers for the last one-, two-, and five-year periods, and more than doubled year to date. Still, shares are off nearly 35% from their September high." High roe (and, correspondingly, high price/bk) with no ltd. As a pair trade, I'm intending to try again with a short of ANF next year, if ANF will rise again up closer to $40 on no positive news.