Better-than-expected January sales lifted the market out of the doldrums on Thursday, and, in the retail sector, Citi Investment Research's Deborah Weinswig has some favorites to recommend to stock-market investors.
Her top pick may be no surprise to many: Walmart.
"It's the only retailer out there who's now had four consecutive months of positive traffic," she said. "Mind you, this is a retailer who for three years, actually had negative traffic trends."
Also on her list is one that might qualify as a surprise: Nordstrom.
"A lot of the specialty retailers who serve the 'missy' customer are really struggling," she explained.