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

To: Wallace Rivers who wrote (5840)	1/23/1999 1:41:00 PM
From: Paul Senior	Read Replies (3) \| Respond to of 78481

Hi Wallace. re: JCP. Dividend is not secure IMO. But last week I added to my '96 position, primarily betting that it will not be cut. I first discussed JCP in the first 100 posts of the Value thread. There was some discussion about whether NIKE was a buy: I liked JCP (country's biggest seller of NIKE product in '96-97). And for a while JCP stock did better than NIKE stock. But in retrospect, I should have been buying and discussing WMT which went up 3.5x (wow!) since then- while JCP is down below high 40's (where it was in 1996). Market share growth and business focus (WMT) sure beat muddled value. A Buffett lesson somewhere in there I think.) I've also added some comments on the JCP thread. Message 7441758 Paul