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NEW YORK (TheStreet) -- It amazes me that anybody with a time horizon of more than a few days or weeks pays attention to (A) politics or (B) Best Buy (BBY) - Get Best Buy Co., Inc. Report quarterly earnings.

And I mean a time horizon on anything -- investing, attention span, life.

If you "trade" -- and you probably shouldn't be doing that unless you have a true statistical edge -- I guess what happens in Washington or in a quarter or two matters. (Then again, if you have an "edge" it has nothing to do with real-life events. It's all about the chart.)

A view beyond the previous and next three months -- one that takes the long-term prospects, strategic-competitive position and vision of a company into account -- renders some stocks virtually untouchable until the dust settles.

You can certainly make money trading pops in names such as BBY,

Research in Motion





, but, if you get tempted by high risk/big reward too often, there's a good chance you'll blow up your account.

Of course, most people do, and probably should, reserve a portion of their portfolio to speculate on turnarounds and perceived value plays. Just not a good core strategy for most investors.

That's why I chide Wall Street analysts who beat the drum for broken companies on a good quarter or two. That's what we saw last week with Best Buy.

As I articulated ahead of earnings

, even if they fail on different timelines,

the culture of obviousness

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will lead Best Buy and


(JCP) - Get J. C. Penney Company, Inc. Report

to horrible deaths.

If you want to play temporary pops, false optimism and dead cat bounces on a BBY, more power to you. If you time it right and make money, chest bumps and fist pumps all around. But, if you think these fits and starts mean anything about the long-term prospects of Best Buy (or JCPenney when it pops), you're as delusional as Ron Johnson.

Best Buy has always chased its own tail. Unless there's some dramatic managerial and cultural change at the company, it will always chase its own tail.

Best Buy, JCP and other retail skunks remind me of terrestrial radio (AM/FM). They do nothing proactive. No innovation.

No there there

. Rather, it's all about some other technology, some other strategy, some other company's shrewd, bold or competitive move forcing their hand. But, it takes way too long for that hand to get forced.

Jeff Bezos at

(AMZN) - Get, Inc. Report

saw the future of retail more than a decade ago. Just like Joe Kennedy, the CEO at




according to the company's co-founder Tim Westergren

, planted the seed to disrupt radio roughly ten years ago. These guys pioneered. And everybody else followed slowly, but not surely.

Old-guard retail. Traditional radio. There's little difference between the two from cultural standpoints. And that's why, while they might persist and subsist at unexciting levels, most will never break free from mediocrity and irrelevancy. The culture of obviousness holds them back.

What do they need to do to bust out? It starts with no real specific direct action. It's more broad. More cultural. Eschew being retailers and radio people; fire those not willing and able to do this and hire people from the industries of today. People capable of actually disrupting and transforming.

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Written by Rocco Pendola in Santa Monica, Calif.

Rocco Pendola is


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