How should the investor react?
"Stay where the momentum is in retail," said Widlitz. Momentum in this case means sizable gains in revenue occurring over a month, rather than just a weekend.
For these companies, November was a great month, and landing them on Widlitz's recommended wishlist: Macy's , Limited , Wal-Mart and Saks .
Other retailers weren't so lucky. "Gear away from JCPenney and Gap turnaround stories. With those, you should wait and see," said Widlitz.
The American consumer purchases a third of their gifts in the last week before Christmas, Widlitz warns, so holiday discounts may yet pop stocks this year.
"We're going to see retailers really struggle for market share. There will be good deals to be had in the days ahead."
Additional News: Macy's "Well Positioned" for Holidays
Additional Views: Martha Stewart May Start JCPenney Turnaround
Stacey Widlitz does not personally own shares of the companies she recommends.
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