going over the warehouse stores, cosco and bjs, where i think bjs can be maybe a contender for the discount crown. despite what i say, the stori s perhaps my personal love of shopping at cosco. the store samples i try to make a meal of. how do you think i got rich in the first place. i always fast before going to a ko kosk co. today i want to come back with another retail name in the low-price retail spats, big lots. b-i-g for all of you home gamers. this hasn't been one of my favorite retail stocks but yesterday it reported a monster blowout. that's right. earnings per share coming in at 35 cents, 5 cents more than what the street was expecting. and it raised its guidance for 2009. you know what that is, that is the double play we're looking for and only apple and sales force.com have given us that combination in any meaningful way. you may not know these guys. they operate though out of 1,350 stores in 47 different states. many of them, hikest concentration california, florida, texas and ohio. those first two especially are big beneficiaries of the recovery i'm seeing, especially the recovery in housing, which big lots has som