Sunday, 18 July 2010 23:46

A Quick, Yet Informative Note From a BoomBustBlog Reader on Consumer Stocks

A BoomBustBlog reader sent me this in the mail last night and I thought I would share it with the community. I feel it is also worth taking a refresh of the consumer sector research that we released a few months ago...

Reggie:

I took a screen shot of my play money account and the shorts from the four part series on why the consumer isn't coming back.  Consumer retail has been nailed since May and from the 4 stocks you picked, here are two I chose to follow.

This is an example of exactly what we were talking about in our subscription documents regarding the ridiculous run up in consumer discretionary shares when taken in context of  the American consumer and the stress born from the Pan-European Sovereign Debt Crisis (click the link for our detailed analysis). You can find the earlier articles in this consumer mini-series as follows:

  1. What We’re Looking For To Go Splat! Part 1: macro arguments against the spike in retail stocks
  2. What We’re Looking For To Go Splat! Part 2: A list of 147 retail stocks with attributes that causes on to question their gain in prices, with a shortlist of companies who may very well go "splat"!
  3. Is the Consumer Really Back? Well, It Depends On If You Believe What the Government Tells You or Whether You’re An Indendent Thinker - The American Recovery and the North American Economic Outlook.

Those looking to subscribe should click here. Next up, Reggie Middleton takes a Big Byte out of Apple!

Last modified on Sunday, 18 July 2010 23:46

2 comments

  • Comment Link Reggie Middleton Monday, 19 July 2010 11:10 posted by Reggie Middleton

    I think so, but then again I'm a little biased, aren't I?

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  • Comment Link shaun noll, CFA Monday, 19 July 2010 11:07 posted by shaun noll, CFA

    good example of why your site is an amazing bargain!

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