Question #1: Kim from New York wants to know if Jeff Macke is expecting any surprises in the retail sales figures being released on Thursday?
Jeff Macke says good numbers would be a surprise. He tells Kim to avoid the whole space right now. Nordstrom (JWN) is the only retail name he’s holding, and that’s as an investment.
Question #2: Carolina from Ohio wants to know if the box office performance of Spider-Man 3 is “baked” or priced into shares of Marvel Entertainment (MVL).