|Day Low/High||50.85 / 52.07|
|52 Wk Low/High||43.33 / 83.28|
Starting with Lyft, individual stocks are going to make a comeback. I sense the excitement and the possibilities. But don't leave it to just the IPOs.
If Mr. Market defies my protestations and continues moving higher, I suspect there is a ketchup (catch-up) trade in retail stocks: * The group is deeply out of favor and its relative and absolute performance is obscene * The weak fundamentals are fa...
Kohl's is well positioned to meet both the needs of the debt-strapped consumer and the desire of investors for attractive dividend yields.
It would make little sense to take a step backward into bricks and mortar when consumer trends are so clearly shifting toward online purchases.
As AMZN's pop-up store experiment comes to a close, they're pursuing a variety of projects that require physical locations.
Most notable Tuesday were a few pockets of speculative action in small-cap China-related names and some of the cannabis plays.
There are signs in the market that the talks may not be going as well as thought, or at least that some believe that Trump thinks he has the upper hand.
I'd consider a small upside trade with a risk equal to reward and favoring the historical action.
The market is pinpointing partnerships as the prime movers of Kohl's stock.
On top of pedestrian same store sales, I am troubled by the decrease in operating income, the flat gross margin rate, and the higher SG&A expense rate.
KSS is a good value stock that has kept stable sales in a less than cordial market.
CEO Michelle Gass said that the strong holiday season was a major driver of the earnings beat.
The retailer's shares are rising after reporting earnings, but the mixed indicators found in its charts make it questionable whether the rally can be sustained.
If we didn't know where the algorithms that now control the point of sale were lined up before Monday, we sure know now.
Here's what investors should be watching this week.
Keep an eye on retailer stocks this week, with big names set to report their quarterly earnings.
Because of the low valued nature of M's stock, I view the company as a 'Hold'.
Hasbro and Mattel management outlined one key factor in their dichotomous results.
The RMPIA is once again outpacing the S&P 500, Dow Jones Industrial Average and the Nasdaq Composite Index.
The next month and a half could make or break this stock market.
Retail isn't a losing ETF, and it isn't defined by Macy's, it is a sector with winners and losers.
* The fundamentals are bad and getting worse * Expectations remain far too optimistic * Reward v. risk no longer attractive * S&P cash stands at 2590 against a "fair market value" of 2400-2500 Even before Fed Chair Powell delivered his more dovish m...
I would not be surprised if we see a bout of profit-taking in the near future given the sharpness of the recent rebound.
How did we get from a rolling bear market to a rolling bull market so quickly?
It might be time to fill your carriage with Kohl's again.
We are going to have to differentiate retail and recognize that Wall Street tolerates nothing disappointing.
The best retailers are still Amazon, and probably Walmart.
* Corporate Managements "who never met an outlook they didn't like." In my more than four decades I have interviewed hundreds of managements and observed, in the business media, thousands more. I can not recall one management in my career who had ne...