For Cyber Monday and Black Friday, I will list here companies that I think will be big winners.
To start with, Alibaba is going to be a big winner in my opinion. This is a non-traditional pick because most of its sales do not come from the United States. This is not the case fully, however, as I believe that many people here do still buy merchandise from there. I view it as a big growth market for BABA and believe we will start seeing momentum this year from it.
For American companies, I see TGT, EBAY, AMZN, SBUX, WMT, and AAPL as the potential biggest winners. This will also extend to the phone companies such as T and VZ and VOD.
Full disclosure, I am long TGT, EBAY, AMZN, SBUX, AAPL, T, VZ, and VOD.
To start with, Alibaba is going to be a big winner in my opinion. This is a non-traditional pick because most of its sales do not come from the United States. This is not the case fully, however, as I believe that many people here do still buy merchandise from there. I view it as a big growth market for BABA and believe we will start seeing momentum this year from it.
For American companies, I see TGT, EBAY, AMZN, SBUX, WMT, and AAPL as the potential biggest winners. This will also extend to the phone companies such as T and VZ and VOD.
Full disclosure, I am long TGT, EBAY, AMZN, SBUX, AAPL, T, VZ, and VOD.
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