Amazon: Bored By Retail

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...

Right Instinct, Wrong Picks

My feelings to the contrary, last week did not prove to be a good time to buy Lululemon. The troubled athleisure co found itself in the headlines again for the same news for the second week...

Buying Lululemon and making some sales

It's time to buy Lululemon. 

Now, I'm not into catching falling knives and Lulu doesn't even have a CEO right now. Worse still, the company is coming off a...

Starting With a Bang

The Portfolio+ and "10 to Hold" portfolios are jumping out to nice gains in 2026, led by Aritzia, Warby Parker and general enthusiasm surrounding Consumer...

December 19th: Rolling

Another decent week for the Portfolio+ overall as we extended our gains over the S&P500 and XRT despite weakness in Uber. The price action in the name is no...