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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (28176)9/21/2007 10:17:45 AM
From: Wallace Rivers   of 72582
I am not smart enough to dig too deeply on the macro side. IMHO, as should be obvious, on the micro side I'm bullish on BBY. I've traded BBY multiple times, all to the plus side. Some were nothing more than short term scalps.
I'm underwater very slightly now, but I think BBY will be a winner this holiday season.
Like Mr. Senior, I've been wrong many, many times before. Might I add, I'm sure I will be in the future.

One I've avoided (so far) is TLB. Anyone with an opinion on this falling knife? Looks like poor product mix, lack of execution, estimates revised steeply downward, plus doesn't have the BV support of the likes of a DDS.
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