My top 10 things to watch Monday, Dec. 2 1. Spending on Black Friday was a little stronger than expected, according to Mastercard data. It was up 3.4% overall while e-commerce was up 14.6%. Brick and mortar was up just 0.7%, which jibes with the performance over the last few weeks of Best Buy , a disappointing Club stock. Mastercard called out online apparel shopping as especially strong. 2.
Morgan Stanley also put a buy rating on Stryker , which, to me, doesn't have the same long-term appeal as Intuitive. 8. Disney's "Moana 2" netted $221 million at the box office in the five-day period around Thanksgiving. Is Disney back? I sure think so. Linear TV is breakeven. Theme parks are doing better. And the box office continues to be strong. This Club name is a great buy. 9.
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