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

To: Jurgis Bekepuris who wrote (44208)	9/9/2011 8:47:06 PM
From: Shane M	Read Replies (1) \| Respond to of 78628

Jurgis, re: GPS. it's just a small position for me. It's never been one of the "top" ranked retailers, but it was one of the retailers passing through the MagicFormula rankings and when my wife came back talking about packed stores I just pulled the trigger. I've had both good an bad luck in the past on retailers, but I have to take the good w/ bad. When you hit one good it can make a lot of money given the way retailers trend. I was lucky to miss the blow-up in ARO this year though. I got stopped out only a month or two before the huge collapse. I got to say though, women have an eye for retailers. I'm always asking women at work where they're shopping, what they like/don't like, which stores, etc. It's especially helpful in listening for when a store is both turning around and/or getting stale.