$WMT we still like on the research side, but wont own here on the risk mgt side until the price of oil stops going up

Even per industry body BRC & in contrast to company denials, UK food inflation running at +3.7% despite higher promos #retail $$ #Tesco $WMT

Levi's Q4 gross margin fell to 46% from 50% on cotton costs, shifting product to outlets to manage inventory #retail $$ $TJX $ROST $M $WMT

Levi's #s show twin pressures on apparel #retail: big rise in cotton prices & shopper reluctance to pay full-price $$ $WMT $TGT $M $TJX

i keep hearing there's no inflation but DJWire just said $WMT grocery basket still lowest priced but rose 3% from Nov '11 to Jan '12