It will be interesting to see what DG reports tomorrow. I sold some of my DG today upon seeing the news and stock price drop on DLTR. I didn't have time today to really did into their earnings report this morning and so mainly did it blind because I was wondering if I might be allocating too much to DG already. In reading the report, it seems like a good move and finally taking the hit for Family Dollar that seemed to be problematic for them for a while. So pretty company specific rather than industry wide issue. The rest of the Dollar Tree business seemed to have done okay, so my sell of a portion of my DG holdings might have been a mistake. I don't think I would have sold the partial stake if I had the time to digest the earnings report.

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