Surprise in Conflicting Results...

     Our Current Retail Portfolio Stocks (BBBY, CHS, DDS, DKS, SMRT, TLB) aren't often thought of by us as "Contrarian Stocks"*, but they don't seen to be hurting too much in view of Consumer Sentiment being Lower Than Expected in October '10.
     However, we did choose these stocks based on a Recovering Economy as opposed to some we may have chosen (but not purchased) for a Declining One; say, a WMT or TGC.  That Play seems to be paying off.

*"Contrarian Stocks" are those in Our Ports which go against the Dow, rising in price as the Dow is down and visa-versa.

Oct 15 (Reuters) - Thomson Reuters/University of Michigan Surveys of Consumers' preliminary October consumer sentiment fell to 67.9 from 68.2 in the final September reading according to a report released on Friday. Economists in a Reuters survey expected a preliminary October reading of 69.0.

Thruway Watch...

Catch Up on Emperical Investment Strategy
for Thruway Shopping Center in
Winston-Salem

1. October 12, 2009 price/
2. March 26,2010/
3. July 27, 2010 price
(Gain/Loss)

Ann Taylor Loft ANN                 (1) 15.87 / (2) 21.11 (+25%)**
/(3) 17.75
Bed, Bath and Beyond BBBY   37.33 / 44.00 (+15%)
/39.57
Borders Group, Inc BGP            3.27 / 2.06 (-37%)
/1.39
Chico's CHS                              12.70 / 14.06 (+10%)
/10.34
FedEx/Kinko's FDX                   78.40 / 91.35 (+14%)
/83.39
McDonald's Corp. MCD             56.93 / 67.26 (+15%)
/70.87
Rite Aid Corp. RAD                   1.53 / 1.68 (+9%)
/.98
Sprint Store S                           3.14 / 3.80 (+17%)
/5.05
Stein Mart, Inc. SMRT              12.62 / 9.31 (-18%)
/8.07
Talbot's TLB                             11.29 / 11.48 (+2%)
/11/94
Well-Fargo* WFC                     29.50 / 31.22 (+6%)
/27.91

As of March 2010: 4.54% - 6 Month Gain (="nothing")
The next check will be in December, 2010.  As the majority of these cos are in the Retail Sector, I suspect we will or would have been been okay.
Original Post: [LINK]