05-01-2014, 01:45 PM
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.
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.