"I'm not too pleased with them hanging their hat on big growth in Canada as their next growth area. I don’t hear that mentioned as the next hotspot, but I think Target does a lot of things well," he said. "I would maybe take a small shot in Target."
THURSDAY - Wal-Mart , Dollar Tree, Ross Stores, Gamestop, Aeropostale, Gap, Zumiez
"I don’t really love Wal-Mart. All of their stores that are international have been there for 10 years or more, and they haven’t had a good return on assets there," he said.
Computer Sciences, Applied Materials, Marvell Tech, Autodesk, Salesforce.com
FRIDAY - Ann, Foot Locker
Follow JeeYeon Park on Twitter: @JeeYeonParkCNBC
Questions? Comments? Email us at marketinsider@cnbc.com
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