05-01-2014, 02:33 PM
(05-01-2014, 01:45 PM)earthtodan Wrote: The only retail stock I own is SBUX, which I view as Amazon-proof. It also proved to be very defensive (from a fundamental standpoint) during the recession.
I have CVS, CMG, WFM and FL on my radar. CVS is the one I like best because I think they are trying to move into low-level healthcare services. However ultimately I am comfortable having very little exposure to retail.
An interesting play on Internet retail is IP, which makes cardboard boxes, among other paper products.
Starbucks is probably a great choice. IP is an interesting idea. In the same vein I was thinking of looking more closely at UPS and FedEx, though if Amazon gets their drone fleet of the ground it could be light out for those guys.
I wouldn't worry so much about grocery stores, like WFM, but I'd think CVS and WAG should be scared just like WMT and TGT.