Barronâs is late to the party once again with a string of stocks around the retail sector. Garrett advises that you ignore the noise and buy these casinos instead.
â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â â   Do This Instead of Reading Barronâs Dear Reader, Barronâs is late to the party again. Over the weekend, the media outlet offered a rather glowing slosh of research around the upcoming holiday season. Things could be great! We could see record levels of spending. Investors "could" or "may" consider American Eagle Outfitters (AEO). Weâre six weeks away from the holiday season. Are we this far behind? I look at this situation and think: Could you help Wall Street anymore? A year ago, when a lot of retail struggled, big institutions could take risks, buy smaller stakes, and play the waiting game on the backs of dividends. But now, what better opportunity does a big firm have than to have Barronâs recommend a bunch of stocks that likely have performance priced in⦠Oh⦠the same week that many retailers report earnings. I donât have many good things to say here about this game. Basically, we can anticipate some bullish forecasts this week, but a lot of these stocks might peak and then start a steady selloff into 2022. So, what should investors do?  Sponsored Message [Write This Number Down]( According to renowned venture capitalist Matt Milner, that 10-digit number could be the code that could help you turn a small investment into a fortune⦠Of course, no investment is guaranteed, and ALL investing carries risk. But understand this: That code isnât a public stock ticker. And itâs not a code for an option, warrant, corporate bond, or anything else youâve seen before, either⦠Matt Milner himself will show you everything you need to know in the video [right hereâ¦](  Look elsewhere. Donât get distracted. Consider stocks that are a year away from recovery or have strong fundamentals to support them. Think about travel and hospitality. Not too many people are thinking about the fact that 2022 is likely to set travel records. So, while everyone is focused on the holidays, now is the time to think about when stocks might peak in the travel industry. That would be around Memorial Day of 2022. And I look at the year ahead, and Iâm not even touching the airline stocks or major hotels. Iâll focus on what is already working and then look for things to get better in the year ahead. So, I like Penn National Gaming (PENN) on the backs of the huge quarter that casinos just had. And I love Century Casinos (CNTY), which is near 52-week highs and has barely even touched its potential yet. We have to be a few months ahead of the Wall Street firms, and we have to ignore the media. I think that staying in the safe zone with casinos and the rising trend of American gambling is the right reopening trade. I donât care at all about fashion. Eyeing Momentum Over the last four days, I was increasingly concerned about momentum in the market. There had been a little bit of selling pressure in the mid-cap and small-cap range. But the Fed eased about $85.4 billion last week. Remember, the central bank is going to pump about $120 billion into the market this month, and then claims it will slowly wind down by about $15 per month. I donât think theyâll stick to their timeline. Theyâre caught in a very tough situation. Cut too much, and we face a recession. Donât cut enough, and they risk the likelihood of high inflation and potentially a recession. Great work, Fed. We donât need you. Enjoy your evening, Garrett {NAME}
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