Adding a holiday shopping play for the season

Adding a holiday shopping play for the season

As expected, the last few days in the market have been a proverbial see-saw, which culminated in the sharp market rally following the mid-term elections. The outcome, which saw the Democrats gain ground in Washington, was largely expected. We’ll see in the coming weeks and months the degree of gridlock to be had in Washington and what it means for the economy, but we have to remember several other concerning items remain ahead of us.

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Weekly Issue: Adding to BABA and DRFG

Weekly Issue: Adding to BABA and DRFG

In this week’s packed issue of Tematica Investing, we are adding to our positions in Alibaba (BABA) and Del Frisco’s (DFRG), assessing the National Retail Federation’s 2018 Holiday Shopping Forecast, and previewing Costco’s (COST) earnings report that will hit after today’s market close.

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Weekly Issue: Adding Two Calls Ahead of the Holiday Season

Weekly Issue: Adding Two Calls Ahead of the Holiday Season

Yesterday, the National Retail Federation published its 2018 holiday retail sales forecast, which covers the November and December time frame and excludes automobiles, gasoline, and restaurants sales. On that basis, the NRF expects an increase between 4.3%-$4.8% over 2017 for a total of $717.45- $720.89 billion.

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Trump and Clinton Weighing on Holiday Shopping Season?

Trump and Clinton Weighing on Holiday Shopping Season?

While the election may be eating up ad space usually used for holiday shopping, the National Retail Federation’s forecast for holiday spending now calls for a decline in holiday spending per consumer this year. Setting the table for what could be another lackluster holiday shopping season as the Cash-strapped Consumer pinches the purse strings? According […]

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