Sell the retailers

Makes sense to me. Short them all and even if you get some misses the hits will make up for it. Not sure I would do Walmart though- people may move their necessary purchases to lower cost stores. Of course Walmart may suffer in the panic regardless.

Don't think about it just sell it.

hah dont think... some investing strategy

this does look like it will be a very weak holiday season

this will be the worst holiday season we have see... even circuit city to going out of business

I would look to short some of the weaker electronics retailers who are likely suffering the same pressures as CC

any bets on which ones are the most likely to go bankrupt

<iframe src="https://spreadsheets.google.com/embeddedform?key=p7VNSLdllUGmcLTpFtyW3Yw" marginwidth="0" frameborder="0" height="724" marginheight="0" width="310">Loading...</iframe>

For more detailed analysis:

https://spreadsheets.google.com/a/newsdroppings.com/viewform?key=p7VNSLdllUGmcLTpFtyW3Yw&hl=en

even if they are going to have worse earnings much of that could be baked in