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Author: RtVandelay Big red star, 1000 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 187  
Subject: Sequoia Date: 7/31/2003 2:35 PM
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http://www.sequoiafund.com/Reports/Quarterly/SemiAnn03.htm

Fund seems to be slooooowwly selling off it's TJX holdings (though it still makes up almost the entire retail allocation for the fund, as well as a good chunk of total assets.

And I ain't no technical analyst, but the failure of this stock to rally with the market and convincingly break through the $20-$21 zone is a little worrying.

I'm thinking that once mortgage refinancings dry up, the entire retail sector is in for a rude awakening.

Watching...

Rt.

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