Dollar General and Toys R Us Investor: No Bailouts

According to Reuters, Henry Kravis, CEO of Kohlberg Kravis Roberts & Co said that his company was looking for alternative investment opportunities during this rough financial climate, instead of a bailout. The Berlin based organization, who has investments in Toys R Us, Sealy, Alliance Boots and Dollar General said that there would be rough roads ahead but a "ray of sunshine" for their organization lies in the substantial level of new investment grade debt issued in the United States over the last few weeks without a government guarantee -- the first time in many months. Kravis said, "It is another indication that maybe things are starting to get better." According to Reuters, corporate debt has enjoyed an eight-week rally as investors shifted out of stocks for high-yielding corporate debt. U.S. corporate bond spreads are at their tightest levels in months.


How do you think these changes in investments will trickle down to the stores and to the shopper?