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Author: EthylMercaptan Big red star, 1000 posts Old School Fool CAPS All Star Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 646  
Subject: Re: any advice Date: 1/21/2008 7:57 PM
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This is just my approach. I have mine in a taxable account. My original price is $14.10 or something last August.

Here are the positives for the company.

1. Stellar balance sheeet
2. Good cash flow even with flat or slightly declining same store sales Big fat operating margin even it has decreased slightly.

Here are the negatives for the company

1. Poor sales comps
2. Their fashions are just not as good as what they were 2-3 years ago(this comes from a guy with zero fashion sense)


Fashions come and go and I am hoping that in the next few years Bebe can get back on track. Balance sheets and cash flows are something that can help them weather the storm in the mean time.

I would like them to pursue more stores abroad and be a little more selective in the US. I would also like to see them buying more stock back at these depressed prices.

What I plan to do in the next week or so is to double my position and then after the 30 day wash period sell my originial purchase using the 1st in 1st out. That may change. ;-)

C2H5SH
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