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Best In Breed: Retail

Monday, 7 Jul 2008 | 6:30 PM ET

In a market full of dogs, how do you recognize the best in breed?

Few sectors have taken more of a licking than retail. Surging gas prices and a horrible housing market have forced retailers such as Kohl's and Starbucksto shelve their growth plans*. In fact, this market has been so dismal that strip mall vacancies surged to their highest levels in 13 years.

But according to Fast Money’s resident retail analyst Jeff Macke there is one stock in this group still worthy of the winner's circle. It's a store where you’ll find as many new BMW’s as old Buicks in the parking lot with a wide range of customers attracted to their everyday low prices.

This store is doing so well that Wall Street has estimated sales will jump in June while the rest of the sector stumbles. By now you must know we’re talking about Wal-Mart, a stock that could have the perfect pedigree for your portfolio.

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I know it seems a little dull, but compare it to Intrepid Potash which is down over 30% in two weeks, says Jeff Macke, and you’ll feel a little differently. Also Costco is worth a look as another best of breed retailer.




Best in Breed: Retail
The Fast Money traders try to help investors beat the bear by looking at the best of the retail sector.

I know it seems a little dull, but compare it to Intrepid Potash which is down over 30% in two weeks, says Jeff Macke, and you’ll feel a little differently. Also Costco is worth a look as another best of breed retailer.







* copy amended on July 8th





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Trader disclosure: On July 7, 2008, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Macke Owns (ATVI), (WMT), (DIS), (MSFT); Najarian Owns (AAPL), (NOK), (TSO), (XLF), (XTO), (FNM), (ANR); Najarian Owns (FNM) Puts, (MER) Puts; Najarian Owns (RIMM) Calls, (SLB) Calls; Adami Owns (AGU), (BTU), (C), (GS), (INTC), (MSFT), (NUE); Finerman's Firm Owns (GE), (MPG), (MSFT), (SUN), (TSO), (VLO); Finerman's Firm And Finerman Own (PDE); Finerman's Firm Owns SPX Index Puts; Finerman's Firm And Finerman Own (C) And (C) Leaps; Finerman's Firm And Finerman Own (FLS); Finerman's Firm Is Short (SPG), (IYR), (IJR), (MDY), (SPY), (IWM); Finerman's Firm Is Short (XME) And Owns (XME) Puts

GE Is The Parent Company Of CNBC; NBC Universal Is The Parent Company Of CNBC; Vivendi Owns 20% Of NBC Universal, The Parent Company Of CNBC

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KSS
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SBUX
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