Consumer Cyclicals

Gaps are an interesting chart phenomena so let's take a close look at LULU's.
But where are we going and when will we get there?
LULU really 'gets' its customers; that's what the numbers are all about.
It's becoming less likely that CMG will grow into its valuation.
I can see clearly now, markets are trading with greater confidence as we head into year-end.
Sears will be making some headlines later this week.
We still like SBUX from the long side.
DLTR is a high-risk trade here.
These companies need to start thinking about the shopping environment of the future.
Right now, it is more important to protect capital than to build positions.

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