With retail earnings on deck, traders highlight the winners $XRT $WMT $KSS $HD $TGT (via TradingNation)
"I do like, when it comes to a name like Walmart, the partnership they've developed with Instacart. It's trading cheaper in the broader consumer industry right now at 25 times [forward earnings], and they've talked about their margins being compressed," said Saporu.
"Bricks and mortar actually got killed and Amazon and Alibaba did very, very well. And so if you look at the digital names, I think that that trend probably continues. We are getting more data, and people are taking more calculated risks in terms of getting out there, but I think it's too early to go for something like a
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