|Day Low/High||15.50 / 16.16|
|52 Wk Low/High||15.80 / 39.00|
I have sold the following longs (and some others not previously disclosed): , , , , , , , , and . If I had a timeframe beyond 2018 (as most investors do) I most definitely would have held onto all these stocks. But, at least for the next several mon...
President Trump isn't known for his fashion sense. Here's one key mistake he might be continuing to make with his suits.
Joseph Abboud is one more recognizable faces in the world of menswear. Here's how he made it all happen.
We have been banging the drum for defense names since mid-2016.
These multi-stream retailers had a nice first half; here is a setup into earnings.
Macy's has fallen from its high of about $41 to $36.80 in the last month. I sold out at excellent prices (as high as $40.40) and I have begun to buy (small) on a scale lower. I have made 3-4 position trades in this name - and I am trying to replicat...
Action Alerts Plus portfolio manager and TheStreet's founder Jim Cramer reminds investors that it is OK to pay taxes as he explains the second rule of his 25 Rules of Investing. Watch the video above to learn why you have to come to terms with the Tax Man.
Over the last few weeks I have sold a number of my longs including (but not restricted to) all of my Dillard's , Macy's and Twitter holdings. I have reduced the size of some others (e.g., Box ). At the same time I have added to some longs (Procter &...
I mention Starbucks at the end of the day not to pat myself on the back but to write that this short illustrates what I try to deliver in my Diary. I am a contrarian more than I am a Bear - and there is a distinction. My goal in my Diary is to del...
Amazon announced its big deal for Whole Foods one-year ago today. Since then, it has been a lot of hype and not much bite.
Now our job becomes somewhat more difficult.
In a market obsessed with passive money, traders just can't seem to get it right with Kohl's and Nordstrom.
With the May Retail Sales report in hand, let's take a look at what it means shall we? Right off the bat, the headlines point to a stronger than expected result with May Retail Sales ex-auto +0.9% month over month vs. +0.5% consensus. That's the se...
"Just one more thing." - Lt. Columbo As we approach the end of the first half of 2018 it is a good time for reflecting on one's decision making process. This year is turning out to be one of the best absolute and relative performance periods I have...
From Qualcomm to Macy's, Jim offers his conclusions from a day of talks with company executives.
Much of the world has had their way with the US for so long...perhaps this effort will be well worth it.
While some investors are using the current rally in Macy's to take profits, here are 3 reasons why I'm staying long.
M has soared northward in recent days so we can 'tweak' our strategy.
I have sold the balance of my Macy's long at $40.40 just now. I placed M on my Best Ideas List only 7 1/2 months ago at $19.39. It has been a wonderful parade. But, all parades end.
I plan to reduce the size of my Macy's long position from medium- to small- sized today, given the rapid climb in the share price and the reduced reward v risk.
Tech and retail gains aren't enough to lead markets to new highs.
Don't know if it's true, but high above the Alps my Gnome is hearing that Macy's may be considering monetizing some of their real estate assets. The shares are flying, trading near $40 (+$3) - I recently added. Macy's was put on my Best Ideas List o...
With about two hours to go in the trading session, stocks remain elevated. Bonds are +4 basis points in yield, energy prices are weaker (crude down by a beaner). Gold -$2, copper + but agricultural commodities are taking a licking (wheat -17, corn -...
All of what happened this week has had quite the impact on Treasury prices, US dollar valuations, and commodity prices.
Some caution is warranted with Macy's as retail stocks are seeing gaps both up and down,
One by one, in what is a very short period of time, Dick's checked off every single box needed to stymie Amazon from crushing it.