Latest Reader Feedback on: The Great Inventory Deleveraging

Consumers are faced with a Paradox of Choice – Where more choice makes us less happy. The market in any segment – product or service- if filled with a wide assortment of like products.

The trip down the shampoo aisle in just one store can be a frustrating experience. Now take that trip down the shampoo aisle in three different discount stores (Walmart, Kmart and Target) three different grocery stores and the two major drug store chains. How many different brands are there? I have not completed my search yet – but I am at over 100 different brands.

see David Schneider's full comments and other letters on this topic here

A generally good week in the market last week for our basket of supply chain and logistics stocks, as numbers for the past month also look strong.

On the software side, procurement software and services provider Ariba was up a solid 8.2%, while Manhattan Associates continued a recent surge, up 6.7% for the week and 19% for the month. JDA Software is up 168% year over year.

In auto ID, Intermec was up 6.7%.

Most transportation and logistics stocks were also up, led by rail carrier Candian National, up 6.8%. JB Hunt was the only loser in the group, down just 1.4% for the week. YRC Worldwide even gained a penny - to 47 cents per share.