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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (74020)12/4/2023 4:58:39 PM
From: Paul Senior  Read Replies (2) | Respond to of 78497
 
Reviewing my retail basket I'm surprised to see ok moves in some of the positions. Investors' fears of recession hitting retail seem to have abated or disappeared (for now).

I'll switch out some KSS for more of M (Macy's, still a tracking position). Intending to play the volatility in KSS, I hope to be able to rebuy at lower prices. For Macy's, Jan '21 was only year in past ten with loss (a big loss too). I want to believe the business will be profitable this year and next, driving the stock still higher (reversion to mean).
finance.yahoo.com

I added a few shares of CRI (Carter's, baby clothes) to my tracking position.
finance.yahoo.com



To: Paul Senior who wrote (74020)5/31/2024 9:25:26 AM
From: Paul Senior1 Recommendation

Recommended By
beagle57

  Read Replies (2) | Respond to of 78497
 
KSS. Wondering what will happen with Kohl's. A race between company losing more and more money and the real estate becoming a more and more valuable aspect with KSS falling stock price.

Upped my tracking position just a bit yesterday. A possible swing trade.


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