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

To: Spekulatius who wrote (62227)	7/24/2019 1:27:48 AM
From: Paul Senior	Respond to of 78473

I am betting retailers will adapt, and that there will always be enough people who will buy clothes, jewelry, other items from these companies. Maybe the companies won't be valued as richly as in the past, but current share prices seem too pessimistically low to me. We'll see what happens. So far you are right: the bet, if any, would be or would have been, to short the stocks of these companies. I look to WCC to just get its share of business. Maybe the company isn't so great based on metrics you mentioned and looking into the future. Maybe it's wrong to look back, but company now trades at low p/e, low p/stated book, low p/sales compared to its median numbers. Those who bought here when the stock was similarly low, saw price appreciation. Now the stock is back down; can history repeat and the stock rise? You bring up a good point about selling/exiting. If revision to mean stock means the stock will revert back to previous levels, then it can be important, maybe essential, that the stock be sold at an appropriate time. Otherwise there could be a unfortunate downturn in the stock, or just drifting. WCC being a stock that had to be sold at those higher prices. GWW also was a stock that dropped down, rose, fell, and has started (maybe) to rise. With GWW though, as you've mentioned in past, there's a good business history with the company, and so maybe a buy-and-hold person could come out ok. Better than with WCC. I hold shares of both of these companies, as I've posted.