- The sector differences in growth and valuation create investment opportunities.
- The sportswear industry looks well balanced between growth and valuation.
- Online retailers are growing fast but still find it difficult to become profitable for investors.
On May 13 the Commerce Department reported an advance in monthly US retail and food services sales for April of 1.3% to $453.4 billion, not adjusted for price changes. Inflation was 0.4% for April on a seasonally adjusted basis thus the growth in retail can be assessed as an important spur for the economy. This article is going to analyze sector changes and general trends in order to give some insight on how to better position one’s portfolio. More →