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Wednesday, 04 February 2009 04:00

Costco missed estimates today, and it was on my shortlist of retailers

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The markets are again moving faster than I can process research and perform due diligence. I will release additional name that I have been looking at and gathering positions on in that space some time today or tomorrow. I would like to be clear that these are not subjects that have been thoroughly analyzed, but have popped up as shortlisted in initial screens.

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