This week while you are eating too much turkey I thought you might want to think about a couple items in our last report on SNY’s Acomplia weight loss drug. Because two of Sanofi”s drugs are going off patent soon, Acomplia has to do well to stem the tide….and if it does what it promises it could be a blockbuster success.

TSCO is best of breed in rural stores....they whiffed somewhat in sept qtr, due to sga increases, despite improving sss trends.  From what I've learned from co and folks like Larry Leeds who owns the name, this is a strong long-term player that shd grow revs and eps about 20% per annum going forward.  If true, you want to buy when there's a hiccup.

And the English and Americans are in serious like with him.  Our recent report on BF/B indicates a strong European demand for BF/B’s signature Jack Daniel’s whiskey, especially in France. Makes me think Jack is poised to become the next global brand like Coke and Nike. 

Couple comments I would like to add on our positive research on Petsmart last week...first, I believe that PetSmart unlike most other retailers has the ability to raise prices on a variety of products as owners treat their pets more like humans....as they do they are willing to pay more for products and services....some industry observers expect the pet services industry to grow high single digits over the next five years ...I believe that is a low end number and growth will exceed that.  With training and grooming aspects expected to be the fastest growing segment, PetSmart has even a greater chance of exceeding this number as they staff up in this area.