Thanks for the amazing read. I wonder #Macy's $M could face some pressure but with its substantial real asset base could provide a floor to the stock price. What levels do you think should be appropriate to enter and in particular which stocks look attractive, not just with respect to solvency but valuation and moat?
While certainly many retail stores are suffering (#ToysRus immediately comes to mind), I do recall reading that many stores like #Macys were benefiting from a rebound and increased sales. $M
Deeper Diagnosis Of Department Store's Survival
Thanks for your appreciation. I have not covered the majority of the stocks except $M. You can check out my post on it over here: talkmarkets.com/.../macys-whats-next-after-the-doom
I reckon a $5 level would be a good entry point in M to enter. As for the rest of the companies, you would need to watch out as I write about that.
Deeper Diagnosis Of Department Store's Survival
Thanks for the amazing read. I wonder #Macy's $M could face some pressure but with its substantial real asset base could provide a floor to the stock price. What levels do you think should be appropriate to enter and in particular which stocks look attractive, not just with respect to solvency but valuation and moat?
Macy's - Where Are We Headed?
The jury is still out for me when it comes to $M. Honestly, I'm surprised the company has done as well as it has.
Macy's - Has The Party Started?
Any updated thoughts on #Macy's? $M
A Perspective About Tiffany & Co.
#Macys has been having a hard time lately with poor sales, in particular to Chinese tourists. How has #Tiffanys fared? $M $TIF
A Different Look Behind The Retail Apocalypse
While certainly many retail stores are suffering (#ToysRus immediately comes to mind), I do recall reading that many stores like #Macys were benefiting from a rebound and increased sales. $M
Macy's Is Turning The Corner
Can you elaborate @[Larry Ramer](user:58352)? I don't see how any retailer can compete against the likes of #Amazon. $AMZN $M
How Amazon Killed The Department Store, In Five Charts
I can't argue with that. #Amazon has really put a hurt on a lot of retailers like #Macy's and other department stores. $AMZN $M