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Friday, November 29, 2013

Top ‘Black Friday’ hot stocks to buy 2013 / 2014 #blackfriday #cybermonday #cybermondaystocks

Starting the retail holiday shopping season on Thanksgiving was an unmitigated success. For example, Walmart (WMT) actually had 41,000 transactions per minute yesterday. Wow.Hewlett-Packard (HPQ-Free Report), Tiffany (TIF-Free Report), Wal-Mart (WMT-Free Report), Target (TGT-Free Report) and Best Buy (BBY-Free Report).

So expect this as a standard practice for the retail industry going forward, and perhaps the beginning of Thanksgiving as a holiday celebrated only by those with enough money to not have to work on that day. (The lesson here is, clearly: stay in school, kiddies.) That said, today is still Black Friday, when retailers across the spectrum see their first overall profits of the calendar year. How's your retail exposure?

This early period in holiday shopping season is necessarily skewed toward the big-box retailers, like Macy's (M) and Target (TGT), both of which also did well opening their doors on Thanksgiving. All three of these companies carry a Zacks Rank #3 (Hold); accelerated sales right at this very moment are already baked into the cake. And Amazon (AMZN) and Apple (AAPL) can also be expected to stay busy for the next several weeks, and they have Zacks Rank #3s, too.

But here's a list of retailers you may wish to consider,The Retail sector has been in focus lately, with the broadly underwhelming guidance from Wal-Mart (WMT-Free Report), Target (TGT-Free Report), Best Buy (BBY-Free Report) and others pointing towards a soft holiday shopping season for the sector. Even before the earnings reports from these retailers, we knew that consumer spending growth had decelerated in Q3. We know that in the Q3 GDP report personal consumption expenditures were up only +1.5%, down from Q2’s +1.8% growth pace. A low-growth environment forces retailers to rely on promotional efforts to grab more consumer dollars. But this zero-sum drive for market share where one company’s gain is another’s loss typically drives down margins for everyone.

Looked at this way, Wal-Mart’s sub-par outlook may not solely be a function of under-pressured household finances, but also reflective of a hyper competitive retail environment where some operators are more than willing to sacrifice margins for more sales. Wal-Mart referred to this competitive dynamic in their earnings call, which apparently more than offset the beneficial effects of recent downtrend in gasoline prices. either to increase your exposure to the retail space or replace some of your holdings that aren't really bringing home the goods.Jessica Kessler had her first Black Friday experience several years ago, waking up at 3 a.m. on Friday to stand outside in the cold with hundreds of people waiting for Kohl's to open. Since then, she has ventured out with her husband's family in the early morning hours of Black Friday to hunt for deals. But she said there is no discount deep enough to draw her from her home on Thanksgiving.

"I was able to knock out a good bit of my shopping in the years that we went and got some deals that I was happy with," she said. "But at this point, there is no amount of savings that they could offer that would make it worth it to me."
Cyber Monday Deals

Tiffany & Co. (TIF), Activision Blizzard (ATVI) and The TJX Companies (TJX) are all Zacks Rank #2 (Buy) stocks, and each has received an upgrade from Hold in the past week. The high-end jeweler, video game maker and discount department retailer all posted positive earnings surprises in their most recent quarterly reports, most notably ATVI's 600% surprise (7 cents vs. 1 cent earnings per share).Wal-Mart /quotes/zigman/245476/delayed/quotes/nls/wmt WMT +0.73% , J.C. Penney /quotes/zigman/237947/delayed/quotes/nls/jcp JCP +2.38% , Macy’s Inc. /quotes/zigman/467976/delayed/quotes/nls/m M +0.97% , Target Corp. /quotes/zigman/253872/delayed/quotes/nls/tgt TGT -0.02% , Sears Holdings Corp. /quotes/zigman/95136/delayed/quotes/nls/shld SHLD -0.09% , Kohl’s Corp. /quotes/zigman/231595/delayed/quotes/nls/kss KSS +0.34% and Best Buy Co. /quotes/zigman/219712/delayed/quotes/nls/bby BBY +0.73% are among the big-box retailers planning to be open on Thanksgiving. Reader poll: Are you shopping on Thanksgiving?

After trading closes on Friday, J.C. Penney will leave the S&P 500 /quotes/zigman/3870025/realtime SPX +0.25% since its market cap no longer made it suitable for the large-cap index of stocks.

Online retailers such as Inc. /quotes/zigman/63011/delayed/quotes/nls/amzn AMZN +0.70% , eBay Inc. /quotes/zigman/76117/delayed/quotes/nls/ebay EBAY +1.12% and Inc. /quotes/zigman/87370/delayed/quotes/nls/ostk OSTK -0.54% are likely to draw attention as well on Friday, with “Cyber Monday” right around the corner. Read about what’s different about this year’s Black Friday “doorbusters.”

No significant earnings reports were scheduled for Friday

But Northern department store Bon-Ton (BONT) and specialty furnishings retailer Kirkland's (KIRK) are riding his with Zacks Rank #1 (Strong Buy) designations. Both have also received upgrades in the past week, and both expect big numbers in their January quarters. Consider either or both if you're looking for more "pop" from your holiday shopping investments
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