Time to Short Big Retailers?

If retail was so weak in March, according to PVH (PVH), don't you think it's amazing that Kohl's (KSS), Macy's (M) and Target (TGT) aren't sinking? Wouldn't you expect them to be under short-selling pressure?

To me, at my old hedge fund, I wouldn't be taking any chances and I would be scaling back on these or even shorting them. Then I think, how it is possible that Wal-Mart (WMT) could just keep charging ahead, oblivious to the news that PVH gave on its call. In fact, if you really want to get ridiculous, the retailer that's acting the worst is Nordstrom (JWN), which probably sells the least PVH products makes of all the major department stores....69 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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