"Robert Rodriguz placed a buy halt in his fund in November of 2007. He lifted the buy halt in March, but he still did not buy any stocks. These are his stock sells in the second quarter."

Nice little interview with Bob Rodriguez, who along with Seth Klarman, always seems to have a good handle on the pulse of the financial markets.

I know some value investors stay away from the finicky retail sector, but superinvestor Peter Lynch made a killing there and this a nice complilation of retail same store sales vs. analyst estimates.

Several of these companies have been at attractive valuations in the past year or so. Hopefully this is of interest to you.