Market Hopium as Iran Lifts Equity Futures: 8 Key Items Shaping the Stock Market Monday
New inflation math, retail margin usage and other headlines moving stocks this morning.
We’re Eyeing Two Holdings as We Digest June Retail Sales Report
We see several Pro Portfolio holdings benefit as we look at the later sales data.
Nike Rallies as Execution Improves but There’s a Problem
The once-prestigious apparel firm has turned some heads on Wall Street.
Chart of the Day: TJX Heads Into Summer With Wind at Its Back
We’ve seen strong performance from this retailer as the summer shopping season gets underway.
Bearish Bets: Big-Cap Names to Short This Week
Some large-cap names are struggling to keep up with the rest of the market.
Rocket Lab Sees Insider Selling, But My Plan Is to Buy
Rocket Lab, a successful position for the portfolio, is getting knocked around by the space trade and insider sales.
We’re Raising Our Price Target for This Retail Holding
Stellar comp sales underscore the company’s position amid renewed inflation pressures.
Target Makes Progress After Change at the Top
The retail giant could be a buy after former CEO Brian Cornell got out of the way.
Home Depot Was Once My Greatest Investment, But Now It’s a Flaming Mess
The do-it-yourself retail giant is no longer a “blue chip” name.
We’re Scooping Up More Shares of This Holding
Renewed inflation concerns and lingering tariff pressure play well for this company.