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.
"The margin of safety is still going to be with the kids' businesses, whether or not it's Gymboree or Children's Place, and the off-pricers, the TJXs or the Ross Stores 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."
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- Holiday Stock Strategy, Part 2
Ross Stores is an investment banking client of Tunick's firm.