With TJX, BBBY, ARO, just to name a few, ripping higher, it’s fair to say retail is back. What’s interesting about this move is the fact that retail has sucked for about a year. Before we get the reality of spring sales, the fantasy of a better than expected result lives.
Here are some dogs worth a look, with three month returns.
COH -13%
LULU -24%
NUS -33%
ZQK -11%
FWM -56%
BONT -42%
CONN -41%
JCP -39%
BBY -34%
ULTA -29%
FIVE -27%
ARO -26%
KKD -24%
EXPR -24%
GNC -17%
TFM -16%
BBBY -13%
DSW -12%
Here’s the play. Buy your favorite dog into the spring thaw, when rumors of private equity buyout and consumer revival are at their highest. Then sell, mind you, before that fantasy gets debunked. Ultimately, this is a game of expectations. For now, I am betting on GNC, BBBY and SALE. However, I do like ULTA and EXPR too.
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you could always go with sexual harrasment and APP
LULU.
the broads will be hitting up yoga class and spin class too to get ready for their summer “beach” body, which for most isn’t really different than fall and winter.
Ahh, Spring, back in the college days was there ever a better time during the schoolyear on a college campus, other than Spring? The time where you wonder where they were all this time during fall/winter, and then BAM!….how you doin’?
FSU shorts were glorious.
I knew there was something odd about you
Spring fever. Spring chickens. It’s like two different worlds here in Seattle. God bless the man who invented stretchy tight yoga pants
Hello from Seattle as well 🙂
+1
At Cal State Long Beach when all the girls shed their “winter” boots and long overcoats because the weather starts warming up above 72 degrees again. Those are the days.
Long TJX
fly, what’s your take on HK?
I hope you are getting “fag-boxed” in HK.
LOL, ripper’s a dick.
Jeff,
you have to explain me this terminology lol
Click on the link in the post
hehe looks like I stepped on someone’s toes. but sorry jeff regarding your eps blowups I’ll have to needle you a bit.
Need to front run ASCO. Pikers will show up in these hallowed halls pumping more than a few biocraps at the top of the ASCO cycle. Happens every year. ONVO looks playable h/t to RC.
http://www.bloomberg.com/news/2014-02-05/fed-seen-expanding-use-of-reverse-repo-facility-by-shaw-s-sack.html
The Toronto Globe and Mail says that this is already taking more money out of the system than QE is putting in.
ulta..pump it
I am long, LULU (up $7 in one month, reports 3-27), ULTA (up $8 in one month, reports 3-13), JOEZ (up .25 since earnings a week ago) and SHLD (bouncing from a low of mid-30s earlier this month.) I’d say buy any on any decent pullback, the 3-month timeframe can be a bit deceiving.
The fag box link is in today’s task blog
With all due respect Fly, ULTA lost CEO and CFO and their mojo back a few months ago. Multiple is not the same, and will not be until leadership proves otherwise. No change so far. Good blueprint for growth story, but need the jockeys on the horses.
jcp…