The NRF predicts 4.1% increase in retail sales
Seeking Alpha - at Seeking Alpha - Thu Feb 12, 10:22AM CST
PEJ: 36.97 (-0.02), WMT: 85.81 (-0.08), RTH: 75.72 (unch), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), PMR: 40.07 (+0.24), FSTA: 30.05 (-0.11), UGE: 100.04 (+0.53), UCC: 104.23 (+0.23), FXD: 36.45 (+0.13), RCD: 90.73 (+0.45), FXG: 44.35 (+0.11), IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), VDC: 127.48 (-0.41), XLY: 74.89 (+0.45), IYC: 142.85 (+0.77), PBJ: 30.70 (-0.05), PEZ: 45.49 (+0.17), XRT: 98.02 (+0.58), VCR: 120.89 (+0.81), RETL: 123.53 (+1.13), SZK: 26.30 (unch), PSCC: 52.79 (-0.19), RHS: 107.77 (-0.29), PSL: 52.57 (-0.02), PSCD: 52.50 (+0.09)
No Oil 'Windfall' Either
Joseph Calhoun - Seeking Alpha - Thu Feb 12, 3:15AM CST
By Jeffrey P. Snider The problem with a high rate of inventory build is that it eventually has to go somewhere. In an actual economic "boom" that isn't much of a concern as businesses remain relatively confident that even if inventory is...
PEJ: 36.97 (-0.02), RTH: 75.72 (unch), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), PMR: 40.07 (+0.24), FSTA: 30.05 (-0.11), UGE: 100.04 (+0.53), UCC: 104.23 (+0.23), FXD: 36.45 (+0.13), RCD: 90.73 (+0.45), FXG: 44.35 (+0.11), IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), VDC: 127.48 (-0.41), XLY: 74.89 (+0.45), IYC: 142.85 (+0.77), PBJ: 30.70 (-0.05), PEZ: 45.49 (+0.17), XRT: 98.02 (+0.58), VCR: 120.89 (+0.81), RETL: 123.53 (+1.13), SZK: 26.30 (unch), PSCC: 52.79 (-0.19), RHS: 107.77 (-0.29), PSL: 52.57 (-0.02), PSCD: 52.50 (+0.09)
U.S. Retail Sales: January 2015 Preview
James Picerno - Seeking Alpha - Thu Feb 12, 12:09AM CST
US retail sales are expected to rise 0.2% in Thursday's January report vs. the previous month, according to The Capital Spectator's median point forecast for several econometric estimates. The median prediction reflects a rebound vs. the previous...
PEJ: 36.97 (-0.02), RTH: 75.72 (unch), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), PMR: 40.07 (+0.24), FSTA: 30.05 (-0.11), UGE: 100.04 (+0.53), UCC: 104.23 (+0.23), FXD: 36.45 (+0.13), RCD: 90.73 (+0.45), FXG: 44.35 (+0.11), IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), VDC: 127.48 (-0.41), XLY: 74.89 (+0.45), IYC: 142.85 (+0.77), PBJ: 30.70 (-0.05), PEZ: 45.49 (+0.17), XRT: 98.02 (+0.58), VCR: 120.89 (+0.81), RETL: 123.53 (+1.13), SZK: 26.30 (unch), PSCC: 52.79 (-0.19), RHS: 107.77 (-0.29), PSL: 52.57 (-0.02), PSCD: 52.50 (+0.09)
Redbook Chain Store Sales
Seeking Alpha - at Seeking Alpha - Tue Feb 10, 8:07AM CST
IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), PEJ: 36.97 (-0.02), UGE: 100.04 (+0.53), SZK: 26.30 (unch), IYC: 142.85 (+0.77), UCC: 104.23 (+0.23), PBJ: 30.70 (-0.05)
Neutral Indicators And Mixed Reports, But Sector Rotation Model Is Bullish
Scott Martindale - at Seeking Alpha - Tue Feb 10, 12:20AM CST
Volatility continues as the parade of mixed earnings and economic reports marches along amidst a backdrop of global unrest and economic uncertainties. This has led to a neutral near-term outlook for both the technical picture and fundamentals-based...
IYK: 106.66 (-0.09), IYJ: 109.15 (+0.67), IYH: 149.63 (+0.84), IYM: 86.13 (+0.83), MCHP: 50.71 (+0.73), IYC: 142.85 (+0.77), AMP: 137.81 (+0.24), TDW: 30.01 (+1.45), TAN: 38.79 (+0.25), ALL: 71.46 (-0.11), IYF: 90.01 (-0.04), IYE: 46.47 (+0.95), KBWI: 69.42 (unch), IYZ: 30.91 (+0.12), FSLR: 48.84 (-0.58), SPY: 209.78 (+0.86), IDU: 113.30 (-1.71), XSD: 85.30 (+0.53), IYW: 107.68 (+0.94), CODE: 35.99 (+0.03)
Retailers threatened by West Coast port slowdown
Seeking Alpha - at Seeking Alpha - Thu Feb 05, 6:36AM CST
KSS: 68.25 (-0.58), M: 64.32 (-0.34), WMT: 85.81 (-0.08), RTH: 75.72 (unch), UPS: 101.79 (+0.38), FDIS: 30.22 (+0.19), PMR: 40.07 (+0.24), UGE: 100.04 (+0.53), UCC: 104.23 (+0.23), RCD: 90.73 (+0.45), FXD: 36.45 (+0.13), HMC: 32.87 (+0.14), FDX: 176.47 (+0.17), IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), XLY: 74.89 (+0.45), IYC: 142.85 (+0.77), LULU: 65.98 (-0.06), XRT: 98.02 (+0.58), VCR: 120.89 (+0.81), RETL: 123.53 (+1.13), SZK: 26.30 (unch), JCP: 8.05 (+0.14), MCD: 95.65 (+0.56), GPS: 41.20 (-0.37)
Volatility Continues As Earnings Reports Create Excitement And Despair
Scott Martindale - at Seeking Alpha - Mon Feb 02, 9:02PM CST
Volatility reigned in January on elevated volume as stock investors shifted their focus from global events to U.S. earnings reports, which have ranged from amazing (e.g., Apple) to crushing (e.g., Microsoft). Although the earnings reports have...
IYK: 106.66 (-0.09), BIIB: 391.66 (-0.45), CAVM: 62.86 (-0.55), IYJ: 109.15 (+0.67), KBWD: 25.26 (-0.02), IYH: 149.63 (+0.84), IYM: 86.13 (+0.83), IYC: 142.85 (+0.77), IBB: 323.46 (+3.04), SMH: 56.39 (+0.33), IT: 81.53 (+1.64), IYF: 90.01 (-0.04), IYE: 46.47 (+0.95), STWD: 24.24 (-0.10), IYZ: 30.91 (+0.12), SPY: 209.78 (+0.86), SUI: 66.58 (-0.57), IDU: 113.30 (-1.71), SHPG: 239.82 (+6.11), IYW: 107.68 (+0.94)
Retail reads don't dazzle
Seeking Alpha - at Seeking Alpha - Tue Jan 27, 8:13AM CST
IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), VDC: 127.48 (-0.41), XLY: 74.89 (+0.45), IYC: 142.85 (+0.77), RTH: 75.72 (unch), XRT: 98.02 (+0.58), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), VCR: 120.89 (+0.81), PMR: 40.07 (+0.24), FSTA: 30.05 (-0.11), UGE: 100.04 (+0.53), RETL: 123.53 (+1.13), SZK: 26.30 (unch), UCC: 104.23 (+0.23), RCD: 90.73 (+0.45), FXD: 36.45 (+0.13), RHS: 107.77 (-0.29), FXG: 44.35 (+0.11), PSCD: 52.50 (+0.09)
Redbook sales growth continue to slow
Seeking Alpha - at Seeking Alpha - Tue Jan 27, 8:03AM CST
IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), PEJ: 36.97 (-0.02), UGE: 100.04 (+0.53), SZK: 26.30 (unch), IYC: 142.85 (+0.77), UCC: 104.23 (+0.23), PBJ: 30.70 (-0.05)
With The Fed Fading Into The Shadows, Investors Look Overseas For New Catalysts
Scott Martindale - at Seeking Alpha - Mon Jan 26, 1:50AM CST
Last week, the S&P 500 put an end to its streak of weekly losses, despite giving back some gains on Friday. Thursday provided the big catalyst, with the ECB's announcement of its bold new monetary stimulus plan. Investors were cheered and soothed...
AMBA: 50.71 (-4.46), IYK: 106.66 (-0.09), IYJ: 109.15 (+0.67), PCYC: 163.28 (+0.23), IYH: 149.63 (+0.84), SPG: 193.11 (-1.61), IYM: 86.13 (+0.83), INCY: 75.94 (+0.28), IYC: 142.85 (+0.77), IBB: 323.46 (+3.04), IYF: 90.01 (-0.04), IYE: 46.47 (+0.95), KBWI: 69.42 (unch), IYZ: 30.91 (+0.12), SPY: 209.78 (+0.86), PSI: 26.30 (-0.18), IDU: 113.30 (-1.71), PVTB: 34.98 (+0.18), IYW: 107.68 (+0.94), CODE: 35.99 (+0.03)
New Year Kicks Off With New Fears To Keep Investors On Edge
Scott Martindale - Seeking Alpha - Tue Jan 20, 4:47AM CST
As widely expected, the new year has begun with a lot of volatility on high trading volume, as investors fear more than just a mild correction to start out the year. Despite the strong fundamentals here in the U.S., there are plenty of dangers around...
IYK: 106.66 (-0.09), IYJ: 109.15 (+0.67), ACT: 285.37 (+3.71), IYH: 149.63 (+0.84), IYM: 86.13 (+0.83), UNH: 109.44 (-0.40), PSA: 202.61 (-1.18), IYC: 142.85 (+0.77), SMH: 56.39 (+0.33), NXPI: 84.79 (-0.60), IT: 81.53 (+1.64), IYF: 90.01 (-0.04), IYE: 46.47 (+0.95), LUV: 43.30 (-0.20), JLL: 161.15 (+0.18), PPH: 67.69 (+0.60), IYZ: 30.91 (+0.12), SPY: 209.78 (+0.86), IDU: 113.30 (-1.71), REM: 11.74 (+0.04), TYL: 116.28 (+1.36), IDXX: 159.08 (+1.72), IYW: 107.68 (+0.94)
West Coast port conflict making industries increasingly nervous
Seeking Alpha - at Seeking Alpha - Fri Jan 16, 4:57PM CST
IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), PEJ: 36.97 (-0.02), VDC: 127.48 (-0.41), IYC: 142.85 (+0.77), XLY: 74.89 (+0.45), PBJ: 30.70 (-0.05), RTH: 75.72 (unch), XRT: 98.02 (+0.58), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), VCR: 120.89 (+0.81), RETL: 123.53 (+1.13), FXD: 36.45 (+0.13), RHS: 107.77 (-0.29), FXG: 44.35 (+0.11)
Retail: Holiday sales +4%; pull-forward effect in play?
Seeking Alpha - at Seeking Alpha - Wed Jan 14, 8:54AM CST
IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), VDC: 127.48 (-0.41), XLY: 74.89 (+0.45), IYC: 142.85 (+0.77), RTH: 75.72 (unch), XRT: 98.02 (+0.58), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), VCR: 120.89 (+0.81), PMR: 40.07 (+0.24), FSTA: 30.05 (-0.11), UGE: 100.04 (+0.53), RETL: 123.53 (+1.13), SZK: 26.30 (unch), UCC: 104.23 (+0.23), RCD: 90.73 (+0.45), FXD: 36.45 (+0.13), RHS: 107.77 (-0.29), FXG: 44.35 (+0.11)
Holiday retail sales something of a revelation
Seeking Alpha - at Seeking Alpha - Thu Jan 08, 7:18PM CST
BBY: 39.11 (-0.08), WMT: 85.81 (-0.08), WSM: 82.11 (+0.73), RTH: 75.72 (unch), FDIS: 30.22 (+0.19), PMR: 40.07 (+0.24), DLTR: 76.82 (+0.97), UGE: 100.04 (+0.53), TGT: 76.12 (-0.75), COST: 147.10 (-0.66), UCC: 104.23 (+0.23), RCD: 90.73 (+0.45), DG: 68.82 (+1.23), FXD: 36.45 (+0.13), FL: 53.96 (-0.13), IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), HGG: 6.78 (+0.34), XLY: 74.89 (+0.45), IYC: 142.85 (+0.77), FDO: 77.86 (+0.31), FIVE: 33.01 (+0.11), LULU: 65.98 (-0.06), XRT: 98.02 (+0.58), VCR: 120.89 (+0.81), CONN: 24.69 (-0.07), RETL: 123.53 (+1.13), SZK: 26.30 (unch)
Consumer Companies Issue Most Negative Guidance Ever Despite Lower Gasoline Prices
Wolf Richter - Seeking Alpha - Tue Jan 06, 9:14AM CST
The price of oil continues to crash relentlessly. WTI trades at $49.80 as I'm writing this on Monday after hours, down 5.5% for the day, and down 54% since June 2014. The oil price plunge is eating into the American oil boom, munching on income...
PEJ: 36.97 (-0.02), OLO: 7.58 (+0.02), BNO: 23.05 (+0.78), RTH: 75.72 (unch), FDIS: 30.22 (+0.19), XLP: 49.50 (-0.23), PMR: 40.07 (+0.24), FSTA: 30.05 (-0.11), UGE: 100.04 (+0.53), DNO: 54.24 (-1.32), OIL: 12.01 (+0.34), UCC: 104.23 (+0.23), RCD: 90.73 (+0.45), FXD: 36.45 (+0.13), OLEM: 25.07 (+0.30), FXG: 44.35 (+0.11), IYK: 106.66 (-0.09), SCC: 12.06 (-0.05), USO: 19.62 (+0.44), VDC: 127.48 (-0.41), UCO: 9.19 (+0.39), DTO: 81.31 (-5.12), XLY: 74.89 (+0.45), IYC: 142.85 (+0.77), UWTI: 3.71 (+0.23), PBJ: 30.70 (-0.05), PEZ: 45.49 (+0.17), SCO: 70.05 (-3.45), XRT: 98.02 (+0.58), VCR: 120.89 (+0.81), SZO: 60.00 (-4.31), DBO: 14.88 (+0.08), RETL: 123.53 (+1.13), SZK: 26.30 (unch), PSCC: 52.79 (-0.19), RHS: 107.77 (-0.29), PSL: 52.57 (-0.02), DWTI: 95.90 (-7.40), PSCD: 52.50 (+0.09), USL: 26.81 (+0.40)
Bulls Close Out Another Solid Year With Expectation Of Further Gains But Higher Volatility In 2015
Scott Martindale - at Seeking Alpha - Tue Jan 06, 1:45AM CST
Another solid year for U.S. equities came to a close. But it's not like everyone is jumping up and down with enthusiasm, which is a good thing. With plenty of bogeymen in the closet and under the bed, there is little in the way of irrational...
IYK: 106.66 (-0.09), BERY: 34.98 (+0.03), HII: 125.12 (+1.02), IYJ: 109.15 (+0.67), XTN: 106.48 (+0.70), ACT: 285.37 (+3.71), WLK: 66.58 (+1.58), FTLS: 32.08 (+0.33), IYH: 149.63 (+0.84), IYM: 86.13 (+0.83), HA: 18.72 (-0.31), IYC: 142.85 (+0.77), SOXX: 95.43 (+0.67), NXPI: 84.79 (-0.60), BRCD: 12.56 (+0.50), IYF: 90.01 (-0.04), IYE: 46.47 (+0.95), LUV: 43.30 (-0.20), IYZ: 30.91 (+0.12), SPY: 209.78 (+0.86), IDU: 113.30 (-1.71), TYL: 116.28 (+1.36), VAW: 112.81 (+1.05), IYW: 107.68 (+0.94)