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

To: Spekulatius who wrote (46113)1/6/2012 7:13:20 AM
From: Mr.Gogo  Respond to of 78747
 
If you insist on shorting an accessory company I think Fossil is better - lower margins and the founder started selling when it was 25$. I almost did when it was 40$...



To: Spekulatius who wrote (46113)1/10/2012 4:08:28 PM
From: Spekulatius  Read Replies (1) | Respond to of 78747
 
Started my COH short today @62.3$ based on the thesis that the luxury business is starting to see headwinds. I took TIF's poor performance as a confirmation of this thesis. Cover point would be around 45$.


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