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A Pop For Your Portfolio?
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Retailers are breathing a little easier after seeing business pick up a bit last month. Most delivered same-store sales gains in April that were both better than expected and higher than they've been in months.
I didn’t like the data, says Jeff Macke on CNBC’s Closing Bell. If you’ve got gains I’d take some off the table. In fact, the only retailer I feel comfortable buying is Wal-Mart [WMT
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I agree that it was a soft month and the consumer is horrible, says Howard Davidowitz of Davidowitz and Associates. However I see opportunity in special situations.
Here are a few of those special situations.
Look at TJ Maxx [TJX
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] for the trickle down from weak department stores stales.
Children’s Place [PLCE
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] is interesting because they got rid of the Disney stores.
CVS [CVS
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] looks terrific because they acquired Caremark.
Urban Outfitters [URBN
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] could be a buy because they’re not in malls.
Jeff Macke bristles at the recommendations. The time’s not right, he exclaims!
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