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K-Call Preview: Sell Retailers Before Christmas

Tuesday, 31 Aug 2010 | 5:50 PM ET

Psssst, want a sneak peak at Wednesday K-Call post from veteran trader Gary Kaminksy? We can hook you up!

We convinced Kaminksy to give the Fast Money desk a preview one day early so you can get a leg up on the competition.

Here's what we know:

Kaminsky's K-Call
Insight on what investors may do after Labor Day, with CNBC contributor Gary Kaminsky.

On Wednesday Kaminsky will be talking about Christmas.

After Labor Day investors start thinking about Christmas even if its 95 degrees outside, he says. And in this market money managers are "starting to wondering where they may be wrong – and one area in which they may be wrong is discretionary retail," he says.

”I’d look at names such as Abercrombie & Fitch, Lululemon , and Urban Outfitters as stocks that investors may lighten up on going into Q4.”

Gary's entire post will be available Wednesday on the Strategy Session website. Click here and check it out.


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Trader disclosure: On August 31st, 2010, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Seymour owns (AAPL), (BAC), (EEM), (INTC), (POT); Adami owns (AGU), (BTU), (NUE), (C), (GS), (INTC), (MSFT); Adami’s wife works at Merck; Grasso owns (ASTM), (BA), (BAC), (C), (CSCO), (JPM), (LPX), (MO), (MOT), (NDAQ), (PFE), (PRST); Terranova Owns (AXP), (GS), (IBM), (QCOM), (AAPL), (GOOG), (BRCM), (TER), (MSFT), (C), (MRVL), (BMO), (V), (POT), (OXY), (GLD), (SU), (FCX), (APA), (XBI)

For Joe Terranova
Terranova is chief market strategist of Virtus Investment Partners, LTD.
Virtus Investment Partners own more than 1% of (ABAX)
Virtus Investment Partners own more than 1% of (ALK)
Virtus Investment Partners own more than 1% of (AMKR)
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Virtus Investment Partners own more than 1% of (IGE)
Virtus Investment Partners own more than 1% of (LDR)
Virtus Investment Partners own more than 1% of (LPHI)
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Virtus Investment Partners own more than 1% of (NRCI)
Virtus Investment Partners own more than 1% of (DBV)
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Virtus Investment Partners own more than 1% of (XLU)
Virtus Investment Partners own more than 1% of (WDFC)
Virtus Investment Partners own more than 1% of (YDNT)

For Steve Grasso;
Stuart Frankel & Co and it’s partners own (BAX)
Stuart Frankel & Co and it’s partners own (COG)
Stuart Frankel & Co and it’s partners own (CUBA)
Stuart Frankel & Co and it’s partners own (DHR)
Stuart Frankel & Co and it’s partners own (DYN)
Stuart Frankel & Co and it’s partners own (GERN)
Stuart Frankel & Co and it’s partners own (HSPO)
Stuart Frankel & Co and it’s partners own (MERC)
Stuart Frankel & Co and it’s partners own (NWS.A)
Stuart Frankel & Co and it’s partners own (NYX)
Stuart Frankel & Co and it’s partners own (PDE)
Stuart Frankel & Co and it’s partners own (PFE)
Stuart Frankel & Co and it’s partners own (PRST)
Stuart Frankel & Co and it’s partners own (RDC)
Stuart Frankel & Co and it’s partners own (TBT)
Stuart Frankel & Co and it’s partners own (TLM)
Stuart Frankel & Co and it’s partners own (TRV)
Stuart Frankel & Co and it’s partners own (XRX)
Stuart Frankel & Co and it’s partners own (SDS)
Stuart Frankel & Co and it’s partners are short (QQQQ)

For Peter Schiff
Funds managed by Schiff own (POT)
Funds managed by Schiff own (BHP)

For David Levy
***No Disclosures***

For Colin Gillis
***No Disclosures***

For Farha Aslam
***No Disclosures***

For David Bank
RBC Capital Markets is currently providing Time Warner Inc. with non-investment banking securities-related services.

RBC Capital Markets has provided Time Warner Inc. with non-investment banking securities-related services in the past 12 months.

RBC Capital Markets is currently providing Comcast Corporation with non-securities services.

RBC Capital Markets is currently providing The Walt Disney Company with non-securities services.

RBC Capital Markets has provided The Walt Disney Company with non-securities services in the past 12 months.

CNBC.com with wires.

  Price   Change %Change
ANF
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LULU
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URBN
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