Friday, January 31, 2025
Dear Reader, Recent earnings coming out of the retail sector show how important management decisions have become in this era of supply chain challenges and high inflation. Stocks have stopped moving in tandem with their peers. Those who can pick the best companies, with the best management teams, as their investments will significantly outperform the […]
I’m looking at the retail sector right now, and I have a few ideas to try and play it. Many retailers are reporting strong customer traffic, but does that mean we’ll see a Santa Claus rally in retail plays? I’m looking at ONE stock in particular that could be a great play. I shot a […]
When tech stocks kept climbing this summer, it made investors wonder whether the sectors that remained undervalued after the pandemic-triggered crash would ever have their day. But now, as September draws to a close, we’re beginning to see initial indications of a stock market sector rotation: returns show the rotation out of tech, and into […]
The stock market reached another new all-time high this week. For the first time ever, the S&P 500 traded above 3,400. Measured since the March low, this has truly been an impressive rally. The S&P 500 has vaulted over 50% in just five months. This one of the strongest bulls ever. Naturally, rallies like these […]
There was quite a bit of unusual options activity last week in Macy’s. The physical department store chain hasn’t been on the radar for most investors in years. In fact, department stores in general were seemingly going the way of the dodo, especially when the pandemic hit. However, M shares got a boost in recent […]
Recently, I told you how I thought many people would forego in-person holiday shopping this year, instead making their purchases online. Last week, several large retailers including Target (TGT), Walmart (WMT), and Dick’s Sporting Goods (DKS) announced they would not open on Thanksgiving Day this year, for the first time in many years. The announcement […]
The shutdowns ordered by city and state officials had the perverse effect of labeling brick-and-mortar businesses as either essential or non-essential. An essential business designation allowed those businesses to remain open. Non-essential companies were forced to close their doors; those companies whose employees could not do their jobs from home soon found they were furloughing […]
Retail stores and sit-down restaurants were two types of business decimated by the coronavirus pandemic. Now in most of the country, these business types are in the early days of reopening. The big question is how fast consumers will return to in-store shopping and dining out. Investors want to know which companies will see business […]
