Subject: Re: OT Gurus Focus Dollar General
Added a bit more to DG down here @155 as it is so disliked by Mr. Market, esp. after DLTR results. Earnings 8/31 will be interesting & may provide an opportunity to buy more ground beef on sale. Revenue is over $38B, up 13B over last 4 years, PE 14.4, PEG 1.6 and 25% cheaper multiple compared to DLTR.

Jim, please let us know when you pound your mahogany table!