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Re: langlui post# 37421

Friday, 05/22/2009 10:03:30 PM

Friday, May 22, 2009 10:03:30 PM

Post# of 160314
Still deciding on my favorite undervalued retailers.Bont is one I have been playing since below 2.00.Glassy put out a nice chart on that one a while ago along with bont which I asked her for.Eddie is still up in the air ebhi.The retailers who cut payroll costs/started agressive sales and closed non performing stores early(last year) are the ones to look at.Eddie was late to the game.Psun is moving in the right direction now.Each retailer has to be put under the microscope individually.Pei on the developer side turned down a buyout offer a few short years ago at 48.00.I have two kiosks in their malls and know them well.They will survive.Ran from 2.00 to 8.00.Now is a good time to look at the sector because they had their first big runs.Now in consolidation mode.I am also great friends with a vp at ddr.I used to have a lot of dealings with him when he was with another developer.When I get time,I will throw out a few other specialty retailers that should be higher.Bob :))

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