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 (36082)	12/5/2009 1:25:15 AM
From: Spekulatius	Respond to of 78627

re ARO. i agree the stock looks good especially alongside a short position in one of the more overvalued retailers or an retail centered ETF. One thing regarding ARO - with about 1000 stores in the US they are probably close to saturation especially in the current subdued consumer climate and with their fairly narrow teen target group. It will be crucial how they deploy the incoming cash - develop a new retail concept, return cash to shareholders or maybe acquisition (the latter being the least favorite outcome).