At the end of the day, you've got to make long-term bets in this space. This Christmas will be important in terms of distinguishing winners and losers, but from a market standpoint, it hasn't even started yet. |
It's all about performance now. In the four to five weeks after Thanksgiving, we should get a pretty good idea of how companies are faring. |
Obviously, companies that do better than expected will see upward movement in their stock. |