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

To: Yonatan who wrote (41290)1/31/2011 4:00:52 PM
From: Paul Senior  Read Replies (2) | Respond to of 78751
 
ARO. Only anecdotally that my socially popular high-school-junior niece says she does not shop there anymore. Likes Forever21 (not a public company) and sometimes URBN.

Upon reflection, I believe I will sell some ARO this point.
Use my sale as a contrary indicator. (A buy signal as discouraged holders sell)



To: Yonatan who wrote (41290)2/1/2011 1:09:06 AM
From: Jurgis Bekepuris  Respond to of 78751
 
I hold a position in ARO, but like Paul Senior says the risk is fashion change or buyer migration to more expensive brands like ANF since recession has passed. The stock is cheap, but recent results have been underwhelming, so it's in the "show me" territory for a lot of investors.

If you can persuade yourself that ARO is not losing shoppers (for forever), then it's a great buy.


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