The holiday shopping season almost always determines the retail sector's big winners. But investors can also profit by shorting companies who come up short this time of year, says Trip Miller, Managing Partner of Gullane Capital Partners. Miller is bearish on Kirkland's (KIRK) , which like many traditional brick & mortar stores has fallen victim to internet retail giants, disappointing earnings reports, a weakening of the consumer retail sales cycle and a slowdown of company share repurchases. The Tile Shop (TTS) , up 13% year-to-date, is another one of Miller's short picks. He believes cracks are starting to form in the business model of the tile design retailer. Finally, Miller is advising investors steer clear of Royal Caribbean (RCL) , down 19% year-to-date. He sees more turbulence ahead for the cruise operator due to rising operating costs, insider trading and a surge in resources to newer markets like Asia.

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