wall street nuggets

Airlines and Retail Bring Up the Rear

It may be true that same store sales and profits for some retailers were pleasant surprises on Thursday, but, despite all the retail hoopla heard elsewhere, this hardly resulted in a rush to buy stocks in the Retail sector. Overall, the Retail and Airlines SigmaInverse sectors were the only sectors down for the day. Retail Apparel was also weak, albeit slightly positive. Airlines were obviously down because of the oil prices hung in at about $60 per barrel, apparently anticipating OPEC production cuts, although this would seem unnecessary at this point. The following table of retailers in the SigmaInverse retail sector indicates the actual performance of individual stocks in the sector. Basically the sector showed very little change, although the market as a whole did quite well for the day.

Company

Ticker

Price

Pct Chg

BON TON STORES INC BONT $33.41 6.7
RETAIL VENTURES INC RVI $16.92 3.6
TARGET CORP TGT $58.68 1.8
PRICESMART INC PSMT $15.72 1.3
SAKS INC SKS $18.14 1.2
DOLLAR GENERAL CORP DG $13.65 0.8
BEST BUY CO INC BBY $56.85 0.4
LOWES COMPANIES INC LOW $30.05 0.3
DUCKWALL ALCO STORES INC DUCK $37.60 0.2
FEDERATED DEPARTMENT STORES FD $43.67 0.2
COSTCO WHOLESALE CORP COST $50.36 0.1
TUESDAY MORNING CORP TUES $14.99 -0.1
SEARS HOLDINGS CORP SHLD $163.44 -0.1
BIG LOTS INC BIG $20.43 -0.1
99 CENTS ONLY STORES NDN $12.03 -0.3
DOLLAR TREE STORES INC DLTR $31.70 -0.6
GOTTSCHALKS INC GOT $9.03 -0.8
KNOT INC KNOT $21.43 -0.8
FAMILY DOLLAR STORES FDO $29.85 -0.9
KOHLS CORPORATION KSS $67.92 -1.8
J C PENNEY CO INC JCP $70.42 -2.0
WAL MART STORES INC WMT $48.41 -2.3
FREDS INC FRED $12.83 -2.6
BJS WHOLESALE CLUB INC BJ $28.39 -4.5
DILLARDS INC DDS $31.15 -7.4

The Daily Sector Performance Chart (below) shows broad strength for the day, although the strength was more concentrated in the small and micro cap segments than has been true of late. The bulls were definitely loose in the Mining sector.  The average gain for the day was 1.11% across 3,573 members, with a healthy 72.7% posting positive returns for the day.

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