Good article Eric. Retail is tough and its only going to get worse in the coming years. Malls are dead and lots of empty retail space. There are only a handful of stocks no matter how cheap they look lol. I would buy and hold right now.
TJX, ROST, WSM, HD, BURL, DG, DLTR, VFC, BBY, NKE, TGT and LOW.
I do own some of the names. TJX, HD, WSM, TGT, SPG, NKE and DG
There are some pockets of strength in the industry which I listed above. Amazon will either put supermarkets and Auto part stores out of business or buy them all up lol. One name I do like is GPC. But like you said a lot of risk involved. Hopefully this all just an over reaction and we are buying a lot of these names at bargain prices.
On another note. Holy Cow FL got whacked yesterday. Its been on my watch list
TJX, ROST, WSM, HD, BURL, DG, DLTR, VFC, BBY, NKE, TGT and LOW.
I do own some of the names. TJX, HD, WSM, TGT, SPG, NKE and DG
There are some pockets of strength in the industry which I listed above. Amazon will either put supermarkets and Auto part stores out of business or buy them all up lol. One name I do like is GPC. But like you said a lot of risk involved. Hopefully this all just an over reaction and we are buying a lot of these names at bargain prices.
On another note. Holy Cow FL got whacked yesterday. Its been on my watch list