Four Retail Stocks That Could Deliver

The retail industry has been under fire lately, grappling with a list of challenges including suffering sales, store closures, and an ever-increasing shift toward e-commerce. In this week’s Forbes, Validea CEO John Reese suggests that battered share prices and historically low valuations in the industry could present opportunities for well-informed investors. Reese outlines important factors to be considered when examining retail stocks: Comparable store sales Opening and closing of stores E-commerce presence Inventory Gross margins Price-earnings ratio Using his guru-based screening models, Reese identifies four high-scoring stocks: G-III Apparel Group, Ltd. (GIII) designs, manufactures and markets a range of company-owned […]

Graham and Buffett Back-to-School Picks

There’s a wide range of expectations for the retail sector with respect to this year’s back-to-school shopping results. In a recent article for Forbes, Validea CEO John Reese offers some data and insights on which retailers might make the grade. According to the National Retail Foundation, an improved sales season would be the first in four years. Total spending for K-12 and college is expected to reach $75.8 billion, up from $68 billion last year. Deborah Weinswig, head of Fung Global Retail and Technology, is quoted as saying, “We expect sales to reach near-record levels—up 2%-3%. There are more kids […]