Jim,

You mentioned on mungofitch.com that you're of the opinion that the DG results of late are of indicative of a bad year, and that DG is still a "wonderful firm" going forward.

I mostly lean to your confidence in the firm (though not without some minor reservations), and don't have any plans to exit my own holdings, but Mr. Market sure is blaring a contrary opinion on its forward prospects, on a mostly daily basis -- if there isn't a pop tomorrow, I think we'll be at 11 straight down weeks in a row, with about a 35% cut from your original post (when DG was trading at $155, before the Q2 surprise). About 62% percent of its highs last year. Pretty remarkable for a firm that makes quite in bit in profits, even in turbulent times.

You also mentioned on your site that you'd write more about it if you find the time, and I'd be interested in hearing your thoughts if you do find that time.