Takeaway: TPR, LULU, NKE, WMT, ORLY, ULTA, HBI, KSS, TIF, RL, FL, UA. Here’s where I’m incrementally bullish/bearish.

On the road for three weeks with clients, EPS season, massive stock vol…here’s where I’m incrementally Bullish or Bearish on longs/shorts. Hey, only 10 min of looking at my ugly mug in a video discussing 10 stocks. Close your eyes if you have to. TPR, LULU, NKE, WMT, ORLY, ULTA, HBI, KSS, TIF, RL, FL, UA.

Watch the video below. 

Bullish/Bearish: Changes on the Margin - Slide1