Tuesday, February 22, 2005

STOP SHOPPERS



SC

SC stopped out at 41.50. I still like the company, but I put the stop due to its high valuation (24X of its EPS05). Also, with SC, I am a tad over-weighting in the retail space and I am a bit concerned. I may buy back this one in the future.

PKZ

I also picked some PKZ ($50.55) finally. I have been following this one since it was at 20s. Oh, well, better late than ever. This is the cheapest energy stock you can find (for a reason) and I believe there is a chance for multiple to expand if the company continues to deliver. Initial target $60.

KFS

KFS also stopped out at 19.50. Oh well, it probably was not a good decision to pick this one any. It was a lousy industry with a lot of pressure from consumers and government, and it gets no respect from nobody!



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