“The Big 3: ROST, MRK, AAPL”
ROST is a bearish trade due to ongoing sell-side activity and relative weakness compared to peers like TJX.
You've got Ross Stores as your first pick here. They're slightly lower on the session, but year-to- date performing well. They're up 25%. uh they're coming off a strong performance in terms of their earnings, but I know from looking across your notes that you've brought us three little bears today.
There's no Goldilocks to be found. So, uh take us through how you're looking at Ross.