http://www.cnbc.com/id/15840232?video=643786832&play=1
Whitney Tilson speaking on attractive opportunities in the retail space on CNBC.
I tend to agree with him. I am not touching longs in the financial or homebuilding space but I am finding some interesting opportunities in the retail space.
I am probably not being as aggressive as he is because I do not think this is late 2002 buying opportunities. I think this may be late 2001 opportunties which means it will go down quite a bit further. Of course you cannot time these things and you must focus on fundamentals but I am being cautious.
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