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Quick Blurbs [Delta Airlines, Dollar General, Dollar Tree, Greenbrier, MSC Industrial, Fastenal]

[DG – Dollar General; DLTR – Dollar Tree] A confluence of uglies – food deflation, welfare cuts, and pronounced competition – have resulted in slight same store sale contraction at DG (the first negative in at least a decade) and deceleration at DLTR, catalyzing 20%-25% sell-offs in both stocks since Summer 2016. Here’s what all [...]
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