H&R Block (HRB)-Tax prep. Last 2 Q's have been stellar. Comp Intuit (INTU) also had a strong Q. It's not like the tax code has been simplified. HRB trades at 14x earnings and pays a 3.25% yield.
Caleres (CAL)-shoes, sandals and heel sandals for all. Odd. Shoe stocks got a bounce last week when DSW put up better results, but all were slapped back to their senses when Finish Line yakked on itself. Looks like stable holders and a decent product, but this sector is a crap shoot.
Ollie's Bargain Basement (OLLI)-brand name merchandise at discounted and close out prices. This has been a great stock. I met the CEO (Mark Butler) and heard his pitch and am a believer. Buy on any weakness.
Scan Source (SCSC) bar code scanner. It got a bounce when Amazon closed the Whole Foods deal. The sector did. But comp Impinj (PI) missed estimates two weeks ago and got crushed. Careful