Donald Trump’s trade war black swan lurks. Probably not a bad time to stress-test the portfolio and get a bit more defensive. [trades]

Kohl’s trades like it’s going out of business. Are there better turnaround opportunities among retailers?

Latest craze: options that expire in one day. Time to raise cash. [trades]

While Kohl’s stock has been left for dead, the company is alive and kicking.

If BIG can get through this rough patch (no guarantee; the stock is not without risk), they could eventually earn $8.00 assuming operating margins return to 6%.  The downside is zero; the upside is easily 5-10x. [trade]

While gold has held up ok, gold stocks have been dragged down with other risk assets. Buying Fred Hickey favorite Alamos Gold, adding to Kohl’s… [trades]

Takeover vultures have been circling Kohl's for months.

The most speculative stocks peaked in mid-February.  Even though the broad averages rallied to new highs, the underlying deterioration has worsened. [trades]

Speculation is off the charts, surpassing the 2000 dot-com bubble. On what planet is GameStop, a company heading towards banktuptcy, worth $21.7 billion? This will not end well. We're taking profits in some of our retailers which have rallied in sympathy. [trades]

Stock -16% on Q2 earnings miss. I continue to like Kohl’s as a survivor in the depressed department store space… [trade]

Corporate executives and directors went on a buying spree the past three months in down-and-out stocks.