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May 22, 2012 3:11 AM EDT
Updated: Jul 27, 2010 3:57 PM EDT  

Consumer

 

ABG and GPI beat numbers and the whole group is heavily shorted and should act well.  Look for the group for signs of resistance as the group is up about 20% for the month and may run into some profit takers.  (ABG, AN, GPI, LAD)

HSII in line and lowers revenue guidance.  Negative for ACF, MAN, CDI, SFN

CPLA beats and guides Q3 lower.  Should have negative impact for Education stocks but they have been beaten up lately.  We have been a buyer of the group.

UA beats and guides higher.  Positive for NKE, FL, FINL, and DKS.

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Cantor Flows

Cantor Flows

 

Consumer Staples:  CLX, FARM, GMCR, SJM, SWK

Consumer Discretionary:  AMZN, ANN, CHKE, GAP, KSS, LAD, SHW, WEYS, ZZ

Consumer Services:  CECO, WOOF