Just a quick note to acknowledge that my hat is off to TJX Cos. (TJX) for finally getting it right. They had missed and missed and missed, and we finally fought the battle and exited for Action Alerts PLUS. It's a must good to point that turns in retail, like the one we have seen in Kohl's (KSS) , like the one we have seen in Macy's (M) and now the one we have seen in TJX, last longer than people think so I am counseling not selling despite the big lift.
Of course, to be fair to us at the club we have sold losers to buy shares in the greatest retailer on earth, Amazon (AMZN) , so it isn't like we don't have any. But as I tell club members, we are well aware of how we sold TJX lower -- you should sample the club and watch our videos -- and TJX hit it out of the park.
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The cruise operator's latest offering adds to its dilution and makes it even trickier to evaluate its true value.
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