One of my bigger rotation themes this year was a shift back towards consumer oriented plays. If you were on the last couple Boot Camps, this was an accumulation idea I had for Q1-Q2 of 2017.
I’ve made a few bucks in $SHLD and $COH and still have $JWN, $LULU and some BTFD $UA. $RETL was the last purchase I posted here on the blog…take a look how the chart is developing…
Got any retail names you like here?
All the $DKS I can get my hands on
Lolz.
What Raul said. Sort of. $DKS last man standing play. Restatement of last Q earnings has me on edge, though.
$KSS
BGFV
Also VRA
JCP because I thought it fit your sentiment profile.
I’m quite long this one too. Nice day today but everything falls on ER for better or worse.
Started a stock position in $BIG yesterday.
There goes SNAP. Yikes.
Gotta be a lot of orders sitting around 17. For a knife catch, this one looks pretty low risk here. Like a steak knife, rather than a cleaver.
Like the spot in BOOT.
Took down some more SHLD a few days ago actually. Working well so far.
That’s called showing up for a win. High five!
Been in and out of this thing since the day we both entered. Probably my biggest source of gains for the year.
SNAP is a buy at 15.
Double buy at 10 and triple up at $5
Are you still in X?
Yep, bought the second half last week.
You?
I bought july 21 calls last week when it was at 21.37. Got a little scared yesterday and this morning. Feeling a little better now. Do you like the prospects here now that the CEO is out?
$LB $PVH $TGT
dollar stores? dollarama in canada.
OA, length of hold on KMI as you got in for earnings? What’s it going to take to get this one moving? Thanks!
I got greedy wanting better prices. Now I’m sitting on the sidelines with no retail exposure. What should I do? Sit the entire rotation out?
Morning!…..what about that $SKX??
I actually bought SKX options this week…my bad. Should’ve added that in here. I forget they’re retail because nobody buys Sketchers.
Haha no way….yeah but they are cheap and I have a few friends that buy them for comfort believe it or not. Sounds like they have a lotta cash with very little debt.
BOT a bunch of $JCP calls.
Today $JCP is pulled down by $M and $KSS.
But like Cramer said, the expectations for $JCP’s earnings are very low so hoping for a surprise and a big bounce tomorrow.