|Day Low/High||24.74 / 25.19|
|52 Wk Low/High||23.95 / 41.99|
The one invest-able area that is an immediate beneficiary of Italy's debt crisis is the retail space -- as the second order impact is to result in lower inflation, reduced interest rates and an improvement in disposable real income. These factors wi...
The groups that are winners will stay winners as long as interest rates maintain their downward trajectory.
Your best defense against markets that twist and turn in undesirable ways is to know what you are trying to accomplish.
I am most pleased with my material sales of and recently. Today M is down by 3% in the face of an untimely brokerage upgrade. DDS is down by another -$4 to $76 - and well below this week's last sale of $83. I am not pleased with my short cover of at...
Kohls , which leaped by over +$4 in premarket traders is now -$1.50 as the company reveals that there was a 320 basis point benefit from a friends/family shift. So real comps at the retailer actually missed. This is a lesson to traders - always thor...
The growth driving many U.S. companies shares is disproportionately centered in China.
I have reduced my Dillard's long to small at $77.70. I am maintaining Macy's and DDS on my Best Ideas List as I would be a buyer of M under $32 and DDS at under $70.
Clearly, there are good things happening in this sector.
I have been steadily raising my holdings - as recently as yesterday. This morning the company beat sales by about $30 million and the bottom line beat by $0.12. I expect DDS shares to flourish today after the beat to expectations - much like Macy's...
TheStreet's founder and Action Alerts PLUS Portfolio Manager Jim Cramer thinks investors should be watching the semiconductor space led by Micron Technology and the retail space led by Macy's on Wednesday.
TheStreet's founder and Action Alerts PLUS Portfolio Manager Jim Cramer weighs in on Wednesday's trending stocks from the floor of the New York Stock Exchange.
2018 isn't even half over, but the forward looking nature of markets will soon start factoring in earnings expectations for 2019.
Look for collateral moves higher in retail (after the beat) - is my other long.
Moving down to small-sized Macy's long position in light of changing reward vs risk ratio now.
Macy's beats on comp, top and bottom lines. The shares are trading up by +$4 and I am taking my position down (in premarket trading) from large-sized to medium-sized. Macys was put on my Best Ideas List at $19.39 in mid-November, 2017, and I have re...
Do the financials finally get the boost that investors in that space have been waiting on?
Here are a couple of nice long standouts in a sea of red today: Macy's , Box , Wells Fargo and Dillard's (which I have been recently accumulating). On the short side, Apple is beginning to slip -- and, as I mentioned earlier, I had also been adding ...
A couple of upgrades for two of my large longs. JP Morgan raises price target by $3/share to $33 (I added on weakness last week), and KeyBanc Capital goes from $27 to $33 on .
First Boston has reduced its price target on and has downgraded the stock based on the expectation of comp and EPS miss. I have recently added to my KSS short. KSS was placed on my Best Ideas last month (along with ) at $63.38 and is now trading at ...
Today I continued to accumulate shares of retailers (research downgrade) and , and I am still short , and .
Macy's was downgraded by Morgan Stanley, which is hurting shares of Kohl's, according to TheStreet's founder and Action Alerts PLUS Portfolio Manager Jim Cramer.
TheStreet's founder and Action Alerts PLUS Portfolio Manager Jim Cramer analyzes Thursday's trending stocks from the floor of the New York Stock Exchange.
What a day for a daydream What a day for a daydreamin' boy And I'm lost in a daydream Dreamin' 'bout my bundle of joy And even if time ain't really on my side It's one of those days for takin' a walk outside I'm blowin' the day to take a walk in the...
I have traded Dillard's successfully (in a relatively large way) on 5-6 occasions in the last year and a half. I am a buyer today with a scale lower. At $65 I would have a very large position for this relatively debt free retailer that is taking its...
The price of oil has taken a sudden drop - likely based on the uncertainties surrounding the Iran announcement. In response I have added to my and retail longs.