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

To: Wallace Rivers who wrote (50507)	1/5/2013 5:20:23 PM
From: Jurgis Bekepuris	1 Recommendation Respond to of 78485

FDO - Not for me. The valuation is high, except P/S, which is low as for most similar retailers. D/E is high, ROIC is low. Growth is low. FCF is low or negative, which might be OK if the growth was high, but it isn't.

To: Wallace Rivers who wrote (50507)	1/5/2013 10:25:41 PM
From: benbuffett	Respond to of 78485

Industry as a whole seems to be in pull back mode... finance.yahoo.com Value guys Lampert, Price, Tilson & Greenblatt in BIG Berkshires Todd Combs (Buffett lieutenant) was buyer in this around current prices sold out in the 50's FDO steady divy grower. BIG looks most under valued by several metrics. DG looks like a walmart 25- 30 yrs ago in rural mkts and outskirts of larger cities. Long WMT... bought tracking pos in FDO on recent drop. Will look at BIG & DG Ben ;-)

To: Wallace Rivers who wrote (50507)	1/5/2013 10:26:05 PM
From: benbuffett	Respond to of 78485

Industry as a whole seems to be in pull back mode... finance.yahoo.com Value guys Lampert, Price, Tilson & Greenblatt in BIG Berkshires Todd Combs (Buffett lieutenant) was buyer in this around current prices sold out in the 50's FDO steady divy grower. BIG looks most under valued by several metrics. DG looks like a walmart 25- 30 yrs ago in rural mkts and outskirts of larger cities. Long WMT... bought tracking pos in FDO on recent drop. Will look at BIG & DG Ben ;-)

To: Wallace Rivers who wrote (50507)	1/5/2013 11:22:42 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78485

Hello Wallace Rivers. I keep looking at these discount retailers, and generally keep passing. My opinion of FDO, is also like yours: watch for lower price: maybe at $52 -- maybe much lower. Message 28039775 I have a few tracking shares of DLTR, bought near a few points from the 12-mo high -- an embarrassing mistake now. I can't remember - or see - why I bought when I did or why I did. Perhaps the old story -- a trade gone wrong and now an investment. At the stock's current lower price, I'm not willing to add shares. I agree with benbuffett, "BIG looks most under valued by several metrics." I've been adding in $28-30 area. More so each time stock breaks below $28. I'm a long-term follower of the company and stock. There's a negative opinion on BIG here, fwiw: blogs.barrons.com (essentially: company has too many special sales reducing margins & perhaps showing poor merchandise mix; competitive threats are increasing; hurricane Sandy will have an affect, as might Washington tax/spending policies). I expect to continue to hold varying amounts of shares in this one though as I have for the past maybe 30 years.