- Keep an eye on specialty retailers, advises Topeka Capital's Dorothy Lakner.
- A nice pickup in retail demand in May could be followed up by more strength in June with the economy stable, says the analyst.
- If the stock market keeps moving higher and a potentially-disruptive West Coast port lockout can be avoided, the sector could be set for gains heading into the back to school and fall season.
- Looking for a comeback: EXPR, RUE, ZUMZ, PSUN, ARO, AEO, ANF, CACH, BODY, CHS, CWTR, NWY, BEBE, ANN, CBK, GPS, GES.
at CNBC.com (Oct 17, 2014)