Ross Stores ( ROST ): This California-based discount clothing apparel and home goods retailer operates under the Ross Dress for Less and dd's DISCOUNTS names. I'm long PII, ROST, TTM, RIG, and LPL. And I'm talking big-time investors -- Warren Buffett, John Paulson, David Einhorn and a host of other top strategists have all cautioned about inflation at one point our another in recent years.