Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Shares of bookseller Barnes & Noble
So what: While most of the Black Friday reports were general in nature -- such as the National Retail Federation giving a preliminary report that Thanksgiving-weekend sales jumped 16% from last year -- retail stocks broadly were taking the cue to move higher.
For Barnes & Noble in particular, investors may be looking at the reports that customers were rushing for Amazon.com's
Now what: I'm far from sold on the idea that good news for the Kindle is good news for the Nook. Sure, on one hand it could mean that the e-reader market in general is growing and gaining acceptance -- that would be good news for all players involved. However, the success of the Kindle could simply mean that Amazon is happily eating B&N's lunch and will continue to strengthen its market share lead.
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Fool contributor Matt Koppenheffer does not have a financial interest in any of the companies mentioned. You can check out what Matt is keeping an eye on by visiting his CAPS portfolio, or you can follow Matt on Twitter @KoppTheFool or Facebook. The Fool's disclosure policy prefers dividends over a sharp stick in the eye.