Foot Locker (FL-N)

She also owns American Eagle Outfitters and Ross in the retail space. Ross is actually up only 1% year to date, but up 40% in the past month. AEO is -40% YTD, up 50% in the last month, and Foot Locker is 15% YTD and 15% past month. The theme for all these--and why should bought them--was that the street punished these stocks so severely, expecting them to lay down and DIE and customers will never spend money again. Well, American consumers are very resilient and continue to spend. Yes, you should be in discount retailing, but this share has already shot up this month. The low-hanging fruit, the time to buy, was last summer--and people missed it. Forget 40% moves, but there will be some movement. She's holding onto Ross and Foot Locker, because there's still upside. Foot Locker remains cheap and still buying back shares. Do your homework in the retail space. Problem is that all the retail ships have risen in recent weeks and we won't see those gains again.

It beat earnings and shares are rising today. She bought this in February when they announced horrible earnings, but were planning to buyback half their shares and raise their dividend. There was so much bad news, things could not get worse. They have potential upside. Expectations got some horrible, that it's easy to buy.

It reports Friday. This used to be a crucial indicator of how Nike was doing, but no longer.

It reports Friday. He didn't like in their last quarter their manufacturing problems in China. They have a fantastic set up for a mall-based shoe store, so if they can't blow out their next quarter, he doesn't know when they can.

They just reported a terrible quarter, but rallied 2.5% today because money managers are rotating hard into reopening stocks like this.