Seems the author is saying it's hard to make a buck at the bottom of the retail market right now for lots of reasons. That makes sense to me (which is why I haven't had any interest in DG.) The top of the retail market looks better: WSM and CPRI are two that have done well for me recently: you can't go wrong with cooking and fashion. Looking at the middle of the economy, COST remains strong but CVS not so much. I thought both would outpace inflation, but it looks like I was only half right. We'll see.

I notice BRK doesn't invest much in retail equities, but they still own Borsheim's don't they? What about Pampered Chef? Nebraska Furniture Mart? Fruit of the Loom and Justin Brands? Anyone know how those companies are doing? Are their earning even reported anymore?

abromber

Berkshire Hathaway FAQ

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