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

To: Harshu Vyas who wrote (75738)	8/30/2024 5:40:20 PM
From: Paul Senior	Read Replies (2) \| Respond to of 79203

Making some changes to tracking shares of clothing companies: CTRN. Stock at lows. I'm giving up. Company has stores in Black, Hispanic communities. Maybe these communities' customers really are hard-hit in this economy. Maybe Walmart has got the clothing business that CTRN has had. finance.yahoo.com On the other end of the scale, Capri Holdings,CPRI. Luxury goods. I give up on this one as well. finance.yahoo.com There's a buyout offer in place from Tapestry. That offer is being questioned by the FTC, and, on the other side, proponents and many pundits say blocking the merger makes no sense here. Greenlight Capital has recently taken a position in CPRI. Capri business doesn't look so great to me now. I'll step aside (take losses), maybe revisit later. I continue to hold a tracking position in Tapestry, TPR. finance.yahoo.com I initiated a tracking position (just a few shares) in Urban Outfitters, URBN. Quarter numbers were ok; company says business is slowing though. finance.yahoo.com