The Week Ahead: Size matters, but does Sears?

August 25, 2008 6:00 am

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It is no secret that markets have been tough for everyone and on Friday, Chairman Bernanke said, ” the crisis is softening growth, raising joblessness, and the Fed’s job is one of the most challenging in memory”. At the same time, he believes that the recent trend of the dollar will likely slow inflation. The market took that as good news and a reason to raise stocks and crush oil.

He also said that the U.S. growth would fall short of potential for a time, which will help curb inflation. That sounds like the Fed believes that companies will have their work cut out for them. In the face of a stronger dollar, exports will suffer and cause earnings to slow. So, what can we expect to see from companies reporting next week?

Stocks discussed: Sears Holdings Corporation (SHLD) Sanderson Farms (SAFM) Chico’s (CHS)

Read the full details here.

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5 Responses to “The Week Ahead: Size matters, but does Sears?”

  1. Shawn on August 25th, 2008 1:26 pm

    Thank you for your weekahead, I look forward to it. A couple thoughts. I personally would love a “past week” discussion that evaluated the outcomes of what you said the previous week.

    I’m curious about Sananderson farms. I don’t know much about feed. Is there anyway they can diversify away from corn so an energy scare doesn’t impact them in a volatile way. What do you or your readers think of SAFM technically?

  2. Andrew Horowitz on August 25th, 2008 3:55 pm

    Shawn:
    God idea re past week. Just so much time in the day. While we review all, right now is hard to put all down in a consice writing.

    As for SAFM. We hold the position. technically it is all over the place. They are able to pass through costs, but to what extent is the question. Teach the chickens to like another food source.

    A

  3. Shawn on August 26th, 2008 12:44 am

    Maybe we can feed them Cow Chips.

  4. Andrew Horowitz on August 26th, 2008 8:53 am

    HAH! You have a great point….

    LOL

    A

  5. Nazariy on November 5th, 2008 10:01 pm

    Well done! Unlike the author of the topic ;-)

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