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Drum roll please:

Cheesecake Factory
Best Buy
Darden Restaurants
Home Depot
JC Penney
Kroger
Kohls
Royal Caribbean
Safeway
Wal-Mart

Eh, call me unconvinced. I think it's a mistake to over conceptualize investing ideas. (By the way, investing in something due to demographics is another good example.) There really aren't many better ideas than to find great companies going for decent prices.

Posted by edelfenbein at April 28, 2008 12:50 PM