Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Shares of retailer Dollar General
So what: Nelson Peltz's Trian Fund Management wants take Dollar General rival Family Dollar
Now what: The dollar-store concept has been hot, thanks to the recession and consumers' penny-pinching (dollar-pinching?) efforts. The offer for Family Dollar obviously has gotten investors excited about potential future action in the sector. Dollar Tree
Dollar General was taken private by KKR
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