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DG
Reports 8/29
August 28, 2002
Buy
Opportunity
August 21, 2002
Retail
Survivors
August 7, 2002
Average
20.6% Gain
July 31, 2002
Hold
NDN
July 24, 2002
Still
Loving the Fall
July 17, 2002
ITRU
up 68% - Hits 52-week high at US$3.23
July 10, 2002
NASDAQ
Down 31% YTD
July 3, 2002
Take
Profits on IBN
June 19, 2002
92%
Gains on IBN—Hold
June 12, 2002
Nuclear
Cool-Down = 79% Profits
June 5, 2002
Hold
Everything
May 29, 2002
Wink
up 39% -- Hold
May 22, 2002
Wink
up 39%
May 8, 2002
IC Update
May 1, 2002
Book
'em, Dano! Part III: Take 20% on EK and 6% on
XOM
April 24, 2002
Hold
JPM
April 17, 2002
EK
Doing OK
April 10, 2002
Beer
Deal of the Century
April 3, 2002
Book
'em, Dano: Take 22% on ABY and 3% on IP
March 27, 2002
31%
Gains
March 21, 2002
Sasol
Reports
March 13, 2002
Hold
Everything
March 6, 2002
SPP
Surge
February 27, 2002
Profiting
in a Market Slump
February 20, 2002
83%
on USOO
February 13, 2002
SPP
on the Rise
February 6, 2002
TMCS
Earnings
January 30, 2002
Hold
all Positions
January 23, 2002
USOO
Continues its Streak
January 9, 2002
Chip
Sales Rise
January 2, 2002
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DG
Reports 8/29
By Ian L.
Cooper
One month
after recommending Dollar General (DG:NYSE),
we continue to stay true to our bullish stance. A day
after the retail sector had its head handed to it on
a silver platter, our DG and NDN plays look like
the stocks to own. For the near term, the good news
is that, for all their lack of confidence in the market,
consumers continue to shop at discount stores.
Fact is,
who wants to spend US$10 on a product you can get for
a US$1? Mounting job cuts, an economy going down the
tubes faster than Phil Donahue’s ratings, and the
possibility of war with Iraq are practically forcing
consumers to want to spend less.
Stores like
DG and NDN, with their value pricing and offerings of
general merchandise and food, continue to strip market
share from the department stores, specialty stores,
and any other retailer you can think of. The closing
of Ames should bring in more business, too. And, although
consumer spending has slowed to a crawl, earnings are
expected to remain on track for the remainder of 2002.
That said:
continue holding DG and NDN. DG reports earnings tomorrow
morning. We’ll keep you posted.
------------------------------------
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