Our major holdings are Schlumberger, Disney, IBM, Microsoft, TJX, Wal-Mart, BankAmerica, Allstate and American Express.
Among the stocks the bank favors are Target, TJX, Best Buy, Staples, Gap, Next, Guess, J.
In January, TJX revealed that hackers had gained access to more than 45 million users' credit-card information.
Technology stocks, ditto, especially on Far Eastern markets Retailers are in, especially Wal-Mart, even Federated and TJX.
Some retail names remain strong: Wal-Mart (WMT), Home Depot (HD), Target (TGT), TJX Companies (TJX) and Costco (COST).
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Among the big winners for April were Ross Stores Inc. and TJX Cos.
Nike (NYSE:NKE), Target (NYSE:TGT), Wal-Mart (NYSE:WMT) and TJ Maxx (NYSE:TJX) still look good.
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"Consumers responded to our extremely fresh selections of branded spring apparel, " said Carol Meyrowitz, CEO of TJX in a statement.
It was a similar story for TJX (TJX) which also posted an earnings beat while the company boosted its full-year guidance as well.
Shares of Sears have lagged behind its big rivals, led by Wal-Mart (WMT), Target (TGT), Costco Wholesale (COST), and TJX Cos. (TJX).
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TJX, the Department of Defense, and the Department of Veterans Affairs all suffered serious breaches that were splashed across headlines and cost millions to fix.
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Ben Cammarata, TJX chairman and acting chief executive, urged customers to check their credit and debit cards statements and any other account information for unauthorised use.
The average value of a retail transaction was actually lower last year than the prior year, but TJX managed to bring lots more customers through the doors.
Also on his buy list: TJX Companies (nyse: TJX - news - people ) and Wells Fargo (nyse: WFC - news - people ).
In its filing to the Securities and Exchange Commission (SEC) the group said it believed "the intruder had access to the decryption tool for the encryption software utilized by TJX".
So, our proprietary valuation model sees TJX as undervalued.
This year is on track to become the worst of all time for private data breaches, including the largest single consumer-information theft in history, perpetrated against retailer TJX, owner of TJ Maxx and Marshall's.
On the earnings front, expect to hear from TJX Companies (TJX) on Tuesday, Tyco International (TYC) on Wednesday, Autodesk (ADSK) on Thursday, and Citizens and Northern (CZNC) as well as Cracker Barrel (CBRL) on Friday.
The scale of the Citi attack is hardly unusual, given that others at companies like TJX in 2007 or Heartland Payment Systems in 2009 likely exposed more than a hundred times as many credit card accounts.
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Among the largest underlying components of VIG, in trading today Nike ( NYSE: NKE) is up about 1%, Praxair, Inc. ( NYSE: PX) is off about 0.3%, and TJX Companies ( NYSE: TJX) is lower by about 0.4%.
Two of the stocks Stack is recommending to his subscribers are retailers: bargain outfit TJX Companies (nyse: TJX - news - people ) and arts-and-crafts retailer Michaels Stores (nyse: MIK - news - people ).
Among the largest underlying components of FTC, in trading today Fastenal Co. ( NASD: FAST) is down about 3.2%, TJX Companies, Inc. ( NYSE: TJX) is down about 1.6%, and Ross Stores, Inc. ( NASD: ROST) is lower by about 1.5%.
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The most active options on TJX Companies suggest at least one strategist is positioning for fresh all-time highs in the price of the underlying in the near term, while other traders may not be assuming as optimistic a stance on the name.
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This year is on track to become the worst of all time for private data breaches, including the largest single consumer-information theft in history, perpetrated against retailer TJX (nyse: TJX - news - people ), owner of TJ Maxx and Marshall's.
And corporate breaches spill millions of customers' credit card information into the black market: A breach in January at the retailer TJ Maxx (nyse: TJX - news - people ) revealed the private financial data of more than 46 million customers, while Certegy Credit Systems, a branch of Fidelity National Information Services, announced last week that a former employee had stolen and sold customers' data, exposing as many as 2.3 million accounts.
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