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Well I might not be the sharpest knife in the drawer but it has occurred to me that with high commodity prices and other essentials competing for consumer spending (like filling the tank), it should be a good time for private label.

Anybody have any investment ideas worthy of investigation? I checked out Ralcorp (RAH) but it just seems to me that they are not serious -- their results are heavily influenced by a large stake in Vail Resorts! Just feels wrong to me and way off strategy for a food company. Might be on strategy for a wealthy CEO who likes to ski...

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