Replacement cycle for laptops and tablets gives Best Buy a boost, says Citi's Steven Zaccone (youtube.com)
Same store sales still haven't turned positive, just narrowed the negativity. Stock up like 15%. Comp declines for 12 quarters at Best Buy.
Insurance is really outperforming the market on one and 3 years. Turns out it is a huge infaltion hedge, because they have pricing power like no other.