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Hi Fletch,

Do you mean GameStop or Supervalu? I wrote in a reply to Cobra that I might reconsider GameStop if the margins are moving in the right direction, looking again after their next earnings release.

Supervalu, probably not at this point. Still in deep turnaround mode. Balance of potential payoff vs. risk of putting more capital in them and then watching them implode after all still weighs heavier on the risk side, I believe.

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