The latest economic news releases show a bit of bad data for December, retail sales down however with store shelves emptying out and items hard to find, it isn’t really a big surprise.
The demand for goods and services is there but with labor shortages, supply chain breakdowns and empty store shelves it makes perfect sense. Now is particularly important to pay attention to companies 10-Q and 10-K statements as they come out. The key here is to identify which companies are finding ways around labor and supply chain constraints and which ones are throwing in the towel.
Unfortunately, we only have a handful of companies that we like right now and we’ll be posting those firms in an upcoming post but in the meantime stay tuned and stay solvent…