Target, the beleaguered discount chain from Minnesota reports Q1 in the morning. Here's what matters, what doesn't and how I'm positioning ahead of the report.
We’re at a strange spot in the earnings cycle for merchants. The banks, Mag7 and enough consumer-facing companies have reported. Against all odds, or certainly contrary to...
This is how I win. I don't index. I don't hide in a basket of stocks, collect fees, and trust fate. I look for good set-ups, place sometimes over-sized bets and obsess over my picks like a protective mother. I...
New CEO Michael Fiddelke Announces his presence with Authority
Target’s Executive Reset: A Return to "Retail 101"
Michael Fiddelke is wasting no time. Just ten days into his tenure as CEO, Fiddelke has executed a sweeping leadership overhaul aimed at one goal: reclaiming Target’s...
Shares of Amazon fell as much as 10% after hours on Thursday after the world's second biggest retailer reported decent earnings then announced plans to spend $200 billion next year, some 60% more...
Every year, I sit down with my kids and pick 10 stocks to buy and hold for 12 months. I began this to teach them about investing and what I do for a living. It’s worked well for finances and family bonding. Now, the rules are: 10 stocks for 12...
Once a week, I get together with Sean McLaughlin from All Star Options, and we're going to find an options trade to hunt for a new options trade for my Portfolio+ members. The goal is simple: utilize my expertise on the consumer and Sean's...
The retailers reported about as expected this morning. The good stores beat and guided to a decent Q4. Target mentioned consumer sentiment a few times, guided revenue lower, and announced a huge capex expansion for next year, suggesting estimates will...
Keeping it visual today ahead of a busy earnings week. Starbucks and Amazon ahead of earnings, 2 winning trades on Mattel and Hasbro, Deckers gets a micro-bounce and a Minnesota double shot.
We're back! Good week for the Portfolio+ and most of the rest of Wall Street, to be honest. In this week's video, I'm breaking down Target's lay-offs, the Mattel trade and why Best Buy is the Big Box Minnesota retailer to buy into Christmas....
Below is my weekly video for members of Macke's Retail Roundup.
Lousy week for the Portfolio+ as Stitch Fix beat estimates, raised guidance, tumbling 15%. We've seen this before after the company reports, as I cover in...
