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CNBC Stock Blog
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For stock market investors, the phrase "holiday shopping" takes on new meaning this year. JPMorgan's Brian Tunick has some suggestions for investors — retailers whose stocks could actually be filled with holiday cheer.
Recommendations:
"The margin of safety is still going to be with the kids' businesses, whether or not it's Gymboree [GYMB
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] or Children's Place [PLCE
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], and the off-pricers, the TJXs [TJX
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] or the Ross Stores [ROST
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] of the world," Tunick told CNBC. "While their business is slowing as well, it's still going to be a lot better than some of the dismal numbers we're going to see from the rest of the retailers and the department stores."
- Click to watch Tunick's full CNBC interview
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- Holiday Stock Strategy, Part 2
Disclosures:
Ross Stores is an investment banking client of Tunick's firm.
Data is a real-time snapshot *Data is delayed at least 15 minutes