The Bad News Victims of 2008 are the
New Victors of 2009
-
The Bad News Victors—
Where to Go Long for 2009
The RetailersI told you the overall index outperformed the market—almost surreal behavior that remains unexplained, but it is what it is. So again, selected names worked and others did not, so timing was critical. The same will be true for 2009—stick to the segments such as luxury, sporting goods and women's apparel.
Set to continue to under-perform: Tiffany & Co.(TIF), Dick's Sporting Goods (DKS), and Under Armour (UA).
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