specialty retail

It pays to have access. And in this case, it was great to catch up with Under Armour founder Kevin Plank and PepsiCo's CFO Hugh Johnston immediately after earnings.
We have to focus on protecting the individual for once.
Prices have dropped sharply in recent days so let's go shopping again.
How do the charts look now?
Momentum has slowed for GOOS.
The Double-Net Dividend portfolio has been a success so far and it's largely due to a beaten-down sector.
The consumer spend factor is the new wild card and boy is it playing out in spectacular fashion.
Don't believe the rhetoric that the investment landscape has changed and old fundamentals no longer matter.
You can make a case to buy any of the stocks of the companies at ICR.
The technical picture has continued to strengthen the past two months.

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Six straight days of gains. Hard to believe the volatility is gone but that was some snap back. 10-year yields...
we like this chart here and how it pulled back up after last week's debacle. BOUGHT MSFT APR 92.5 CALL AT 3...

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