SII UPDATE - THANKSGIVING & CYBER WEEK RETAIL SALES
Cyber Sales were up 28% Year-Over-Year, Traffic was strong at retail locations BUT store sales were a disappointment.
A lot of our Retail LONG positions were recipients of the generally positive news.
- Many of these positions need to be carefully considered as part of a portfolio re-allocation.
- We have moved RETAIL to a "Legacy" category because of this and are no longer updating the IDEAS posts
- However, original "marked-up" charts are still live.