You indeed missed a big dislike of Brad, that is AMZN. He pounded the table and shouted 'over-valued' at AMZN while Bill Miller of Legg Mason was pounding the table and shouted 'buy', just before a big ascend a few months ago.
Well, history is history. I just hope Brad will keep the good tradition of disclosing his sell list from time to time, so we can benefit.
Yes I know, I should listen more closely. But I'm not on the same mind level of Bill Miller. I have a hard time understanding some of his picks. But then again if Brad disliked AMZN, it should have been a great indicator of a STRONG BUY.
Right now, I know that he is strongly against CHS. I've been making money on it too. I bought at around $18.50 and sold half my position at $26. It's down quite a bit yesterday on poor same store sales. I might buy more when the price stabilizes. Revenue is still growing and I think that they will get their act together by Fall/Winter with fresh new designs. Competion has been brutal by copying their designs and selling cheaper. LIZ is getting out of the older demographics business by selling/licensing alot of their designer products. It could help CHS take more market share of the older ladies.