Macy's Inc (M)

Here is my buy list of stocks that I plan to aggressively buy in a more sizable market correction: , , , , , , , , , , , , , and .

"Strikes and gutters, ups and downs." - The Dude, The Big Lebowski Again, I prefer to praise by name but criticize by category - so these are some market lessons from this week: * We are offered up more evidence that "unusual call activity" is often...

Moved to large sized in Macy's at $35.95. My cost basis is about $36.50 now.

After having twice having sold Macy's at higher prices I have reestablished a small M long at under $38. Macy's was placed on my Best Ideas List in November, 2017 at about $19.40. The shares are trading today -$3.85 to $37.90.

*Not eventful The key feature today was the breakout to the upside in retail stocks - and made multi point moves. (Both are on the Best Ideas List). Interest rates rose modestly, crude oil dipped and gold had a small rise. FANG has been reduced to G...

*Not eventful The key feature today was the breakout to the upside in retail stocks - and made multi point moves. (Both are on the Best Ideas List). Interest rates rose modestly, crude oil dipped and gold had a small rise. FANG has been reduced to G...

Retail continues to be the world's fair with Macy's and Dillard's (both on Best Ideas List) leading the pack.

Retail is a clear feature to the downside. (I recently sold out my and longs at nice prices - and have no exposure, long or short). This is not surprising considering the 2-3 month decline in real wages - and the adverse impact of rising commodities...

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...

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...

Retail is green in a sea of red. My play in the space is Macy's .  

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...

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...

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...