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    Community Rank: Associate (1122 pts)  |  Member since 07/18/2008
Newsmonkey
Picks Performance:
Outperforms
82%
of community

All-time Return
+10.69%
(in 2 months)
Risk (SD)
Aggressive
3.24%
Sharpe Ratio
2.99
Followers
20
Winning Picks
63 of 92
Total Views
25232


 Last Activity: Added TIF to bearish list on 10/12/08 

Current Stock List:
Symbol SP Sentiment Rating Return Since
TIF Negative +0.00% 10/12/08
COST Negative +0.00% 10/12/08
JWN Negative +0.00% 10/12/08
KSS Negative +0.00% 10/12/08
LTD Negative +0.00% 10/12/08
ANN Negative +0.00% 10/12/08
AEO Negative +0.00% 10/12/08
BBY Negative +0.00% 10/12/08
SKS Negative +0.00% 10/12/08
ANF Negative +0.00% 10/12/08




Opinion & Analysis
Graphic_rating_sell WHY YOU SHOULD SHORT THE RETAILERS   about TIF   10/12/08
I am recommending the sell of the retailing sector. Why? The reason is simple, no one is buying anything right now. When was the last time you heard of a friend, neighbor, or colleague bought a ne...

Graphic_rating_sell WHY YOU SHOULD SHORT THE RETAILERS   about COST   10/12/08
I am recommending the sell of the retailing sector. Why? The reason is simple, no one is buying anything right now. When was the last time you heard of a friend, neighbor, or colleague bought a ne...

Graphic_rating_sell WHY YOU SHOULD SHORT THE RETAILERS   about JWN   10/12/08
I am recommending the sell of the retailing sector. Why? The reason is simple, no one is buying anything right now. When was the last time you heard of a friend, neighbor, or colleague bought a ne...

Graphic_rating_sell WHY YOU SHOULD SHORT THE RETAILERS   about KSS   10/12/08
I am recommending the sell of the retailing sector. Why? The reason is simple, no one is buying anything right now. When was the last time you heard of a friend, neighbor, or colleague bought a ne...

Graphic_rating_sell WHY YOU SHOULD SHORT THE RETAILERS   about LTD   10/12/08
I am recommending the sell of the retailing sector. Why? The reason is simple, no one is buying anything right now. When was the last time you heard of a friend, neighbor, or colleague bought a ne...



Discussions

Short the Retailers....Sell the rallies....If there are any 10/12/08
I am recommending the sell of the retailing sector. Why? The reason is simple, no one is buying anything right now. When was the last time you heard of a friend, neighbor, or colleague bought a new car? I tell you that it is obvious all over America (if not the world) put discretionary spending on perma hold a couple of weeks ago. You can rest assured that there isn't a retailer in America...

Re: If it has leverage....Sell it 10/12/08
If I were you the only thing I would "buy" are things like US Tbills, gold, or instruments that give you downside protection until you see the credit markets settle down. The damage that is being done to the economy every second there is doubt is massive. You will see retailers have horrible sales. How many friends do you have that have bought new cars in the last few weeks? Basically, every...

Re: Obama stock: Middle-class shopping at American Eagle (AEO) 10/10/08
I am not sure the middle class is going to be shopping any where. I am a seller of the retailers. I don't think any of them will be higher than here by the end of the year.

Re: The Rush to Gold. Coming or gone? 10/10/08
Historically, whenever there has been a global collapse of financial confidence the rush has always been to gold. This time won't be different. Study the price of gold relative to inflation and then find any other commodity as cheap as gold. If you find one and it is one that isn't driven by the economy like copper please let me know. Gold at these historic prices has unbelievable value. ...

Re: Sell the retailers 10/10/08
Don't think about it just sell it.




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More about newsmonkey

Investment Style:
Aggressive  [?]

Avg exp holding time:
83.33 days

Age:
40's

Occupation:
Professional investor


About Me:
25 years of professional investment experience specializing in value and event driven securities.


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