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....
