Our negative view of the group is based on the weak economic environment, higher savings rates and de-leveraging in the financial system. We still like GME, PETS and KR, but are negative on CPWM and OSTK.
Our negative view of the group is based on the weak economic environment, higher savings rates and de-leveraging in the financial system. We still like GME, PETS and KR, but are negative on CPWM and OSTK.
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