Consumer Cyclicals

Aging consumers and longer winters change the landscape.
Those who execute well will recover.

Fibocall: Lululemon Athletica Real Money Pro($)

Be warned -- the stock is now flashing a long-term overbought condition.

The Consumer Is Back Real Money Pro($)

Tailwinds are starting to buoy the consumer.
There is more than one reason.

Secondaries: Just Say No Real Money Pro($)

Retail clients who bought J. C. Penney's secondary lost money.

Consumer Earnings Plays Real Money Pro($)

Home Depot and Dick's Sporting Goods would keep me busy.
What this year-end flurry of deals highlights.
The company is reporting industry-leading results.

Nike Running on Fumes Real Money Pro($)

Despite impressive action, investor interest has been weak.

Columnist Conversations

Ford is working on its third straight gain following two days of steep loses to start this week. At this...
Market is holding on for gains for now but think Doug Kass is right and could see some decent profit taking by...
I have a full blown article surrounding the U.S. Retail Sector coming out on soon, but for now let's just lo...
The dividend action is pretty quiet at the moment, but I wanted to point out for those generating income with ...

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