|Day Low/High||212.71 / 215.82|
|52 Wk Low/High||125.00 / 224.81|
This sector is back on my radar after Family Dollar's heavy-volume breakout Friday.
The success of the Dunkin and Dollar deals shows there's tons of money that want high-quality merchandise.
This dollar-store behemoth has taken on too many projects while its competitors are focusing on executing well.
I continue to be short-term negative here, especially in light of various economic readings.
Now that we know what the bearded wonder has on his mind, let's put together a fitting portfolio.
Neither the macroeconomic data nor the corporate results have been very encouraging lately.
A portfolio that is equally balanced on the long and short sides can make money in a bull market.
Since consumers have adjusted their spending habits, retail companies now fall into three groups.
This portfolio is built for tough times, and it's beating the S&P 500 by a comfortable margin so far in 2012.
Rather than buy names the Oracle has owned for years, let's try and vet out the next great investments.
Although the Greek bailout certainly matters, the action in the discount retail space may have more impact.
This level of resistance on the S&P 500 is a tough nut to crack. I know that Doug has been trimming some positions after the great start we've had to the year. I'm not holding the same stocks as Doug, but we seem to have a similar opinion of the cur...
BIG and FRED show bullish technical developments and should continue to do well in a down economy.
The macro trends still run in their favor, but other metrics tell me these names are in for a disaster.
Low price isn't enough. Remember, the main creator of investment value is growth.
Many nonessential services will have trouble in the coming months, and ACOM is no exception.
This might be an ill-advised time to buy Fastenal, but there's no reason to sell if you're already long.
With so many losing their houses, storage facilities should continue doing well until the economy recovers.
In these market conditions, you're better off cutting your losses than holding vain hopes.
Stocks that were once square in the bears' cross-hairs are now rocketing higher.