01-18-2017, 04:22 PM
(01-18-2017, 03:43 PM)Kerim Wrote:(01-18-2017, 01:03 PM)Rasec Wrote: I think I'll unload my position this year and move on from retail entirely.
I think about this all the time. In my ongoing musings about what it means to "buy only the best quality companies," I often wonder if there is any place for retail in my portfolio. I barely go into stores myself anymore -- only when I want/need something in the next few hours. Not that such an anecdote is meaningful. I think my only pure retail holdings right now are TGT and WBA.
Same here. My only retail is WMT and LB, and I definitely don't want any more retail.