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No. of Recommendations: 1
yeah, well...not sure what overweight is
even here at $67.73 (little while ago) at 42x

i really, really like the concept
they are spending a lot on CapEx this year
but that ought to tail down until the next DC

there are some margin issues
freight
labor
(same as everybody else)
new DC
weird deal flow - toys are going to be tough next year so tough compare
but it isn't like they shouldn't do it because of that

biggest risk is multiple compression
I've dinked once
no need to increase again without at least 10% down
or $65. To take it to a whole 1% would need more help
one eh comp ought to do it - hope so

feel same way about FIVE
DLTR getting more interesting again
I think it could get below 80
but no growth is a problem - look at BIG
I do have my eye on TJX and ROST
TJX already warned next year
freight/wages real problem areas

just my useless thoughts nobody cares about :-)
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