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For every DWSN I have, I have AKAM and BARE.

Tough there. I'm sorry.

If you check out conf calls for both, you'll see that both have kind of the same reason for their selloffs. Both are seeing economic headwinds.

I'm a little surprised at the over-reaction in BARE, and ULTA is taking a paired hit with it too.

I just think even a month from now we're going to see this was the very best time to accumulate the best in retail and consumer facing stocks. I could be wrong, I could be early. But back-to-school and Christmas have a way of surprising the market every year.

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