By  on October 25, 2010

The big kids have come out to play in retail.

The sector might be far from its November 2008 nadir, when retail stocks could be had for a song, and the S&P Retail Index might now be up 14.2 percent for the year, but some deep-pocketed investors have decided that the time is right to put some serious money to work. They might think that the recovery, as slow and jittery as it’s been, finally seems real enough to start betting on the consumer again — or at least dig in and push their new holdings to rework operations.

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