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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?


To: Starduster who wrote (1358)12/29/1998 7:08:00 PM
From: Rande Is  Read Replies (1) | Respond to of 57584
 
Hey StarDusty. Got hands full. TNFI with a PE of under 11.24. . .and ASHW with PE of 10.87. Both great apparel companies and both with new and/or coming internet presence.

Just found out that North Face is working on a catalog. They make some great sleeping bags, outerwear, tents, ski wear, backpacks, etc. . . . they are the major competitor to another pick...EDDIE BAUER [SPGLA].

The more I dig up, the more I like these. With major winter storm predicted to bury the East Coast next week. . . these picks are quite timely. . . .not to mention Y2K blackout possibilities this coming year.

Internet + survival + undervalued + apparel = no brainer.

Rande Is



To: Starduster who wrote (1358)12/30/1998 4:28:00 PM
From: Rande Is  Read Replies (1) | Respond to of 57584
 
Sure glad we missed SIEB, huh? I kept falling asleep trying to listen to Muriel, so I missed whatever she was talking about.

Interesting tho. . . every time she is on CNBC, her stock tanks really hard. I wonder if there are those who play this intentionally??

Rande Is