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

To: Dennis 3 who wrote (49360)	9/11/2012 5:43:50 PM
From: Paul Senior	Respond to of 78775

I have liked the clothing/shoe retailers. As you, I looked at KSWS too, but unfortunately also passed when it was at lows. The others you mentioned now seem too expensive for me for buys. (Jmo, of course, and I could be wrong.) For the one's I am considering for buys: I might add to my losing position in VRA; I keep looking at GES, on my watch list. For a possible Buffett moat-type and not a value proposition, I'm considering lux retailer LMVH: I want to find out more about its Sephora operations. finance.yahoo.com FSLR -- I can't figure. Some of the metrics look very good. Otoh, I'm not so sure about the sustainability of the solar business it's in. Was there some particular aspect that drew you to the company/stock?