With all the upheaval in retail, it’s fair to ask the question – is there long-term value to be had in this space?

A pitch for Bed, Bath, and Beyond - a best in class retailer and rock solid company trading at it's lowest multiples ever.

This is a stock report (14 pages, PDF format) I recently wrote on BBBY.

Four retail stocks you wished you owned today - but it's not too late...

The total return for Sequoia Fund was 8.34% for 2006. Over the last year the fund underperformed. Over the last five years it's beaten the market by a very slim margin. Still, it's worth reading the report. Discussion includes Berkshire, Mohawk, Progressive, and Bed Bath & Beyond.