Two Retail Bargains to Snap Up
I have been increasing the allocation in my portfolio to the retailing sector over the past several months while lightening the allocation to industrials. The domestic economy might be anemic, but it is significantly better than the disaster known as Europe. One of the key attributes of the retailers in my portfolio is they have little if any exposure to the European continent. The sector also is offering reasonable valuations apart from a few outliers.
In today's column, I will highlight two of the recent retailing positions in my portfolio. One selection is focused on the low end part of the market and is expanding rapidly. The other retailer has only been public for two years and is focused on the higher end market. The stock has suffered a recent, but temporary, setback, which has set up an attractive entry point....315 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.
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