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Strategies & Market Trends : Value Investing

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To: MCsweet who wrote (59277)3/24/2017 12:34:18 PM
From: richardred  Read Replies (2) of 70345
 
I can't disagree with you about your concerns in the sector. Plus the current untimely consensus in the retail clothing sector. IMO stores taking part effectively in the favorable fashion trends is hard to predict. My recent buys are not mainly for dividend Yield, but for potential stock appreciation from here over time. I'm betting these companies can make the transition in effectively expanding their on-line business. While also keeping their existing business fresh with better YOY quarterly comparisons. Taking advantage of weak competitors closings helps to. I still can be wrong like Buffett was on his initial Berkshire Hathaway purchase.

P.S. Time & Change- I remember Warren Buffett saying Buying the textile mill Berkshire Hathaway was a mistake. However as time pasted he ended up acquiring quite a few apparel companies. Although not a Value and not of big scale. Duluth Holding's(DLTH)sure seems they can currently compete effectively with Fruit of the Loom.
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