I know I hear about the big "tax cut" that comes from the lower gasoline prices. Yet, then I see the retail sales and they are so dismal that I know the Retail HOLDR (RTH) short-sellers are going to break the group.

I’m short the RTH [RTH] against some other exposure I have to companies that are big exporters to the US, says Tim Seymour.

And in general consumer confidence out this past Tuesday was a record low. Yet Macy’s [M], Kohl’s [KSS] and even the Retail HLDRs [RTH] all closed in the green.

3 Stocks I Saw On TV
Dan Fitzpatrick examines three stocks viewed on Fast Money. Today's stocks include Tupperware, Altria and Retail ETF.

Click here to watch the video.

retail

The Play: "Retail HOLDRS"

The Thinking: Broad way to play the possibility of investors bidding up retail.

Keep eye on retailers

As resiliant as the consumer is I really think housing/loans are going to spill over into spending. Already starting to see it with cracks in SubPrime and now effects into the regional banks.