The holiday season is in full swing, and all eyes are on the retail industry. John Gagliardi, Regional Brokerage Consultant at Fidelity, stopped by to give us a retail roundup.
Gagliardi points out that internet retail has led the way, but specialty retail has shown signs of life. He analyzed the performance of the XRT ETF, which has a variety of online and brick-and-mortar retailers including Amazon and Macy's. With a price to earnings ratio of just 11 for Macy's, Gagliardi says this could represent a value opportunity for investors.
It's important to remember that most sectors and industry groups participate in a bull market, he says. Gagliardi shows us the performance of the IBUY ETF, focused on online retailers only, and highlights that it performed much better than XRT.
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Seth Schachner, Managing Director at Strat Americas, breaks down Disney’s Q3 results: streaming profits, parks growth and ESPN rights deal with the NFL.
Kory Kantenga, Head of Economics Americas at LinkedIn, unpacks Friday’s jobs numbers, labor force trends, and signals of a potential economic deal with China.
Bret Kenwell, US Investment Analyst at eToro, joins us to break down tech earnings, what’s driving tech stock momentum, and what investors should watch next.
