“Sure, things have gone worse than expected at the business, but unpleasant surprises do happen. It will probably take longer to come good, meaning a lower rate of return, but from where I'm sitting the fat lady has not yet sung. I'm still long, and I don't expect to be reducing my position any time soon.”

Agree. Disappointing loss but no realized loss. I’m sitting tight and might add a bit as -32% reaction seems overdone. Jim’s analysis, data and projections seemed very reasonable as always and his lead in DLTR 2-3 years ago made us all a bunch 2-3 years ago.

Thanks Jim for sharing your ideas so selflessly and we all take individual responsibility for a buy decision. Your ideas have made a bunch of us more than pizza & beer money!