As retailers have fallen under pressure to start the year, we look at retail ETFs for investors who see a buying opportunity.
Understanding the assumptions behind our $90 fair value estimate, high uncertainty, and poor stewardship ratings.
China's expanding middle class will give e-commerce a boost.
We assign the e-commerce firm a wide moat rating ahead of its IPO.
As consumers rapidly embrace online and mobile commerce, traditional retailers are scrambling to refine their strategies.
In a fully valued market, a steady hand behind the wheel matters more than ever.
Partnering instead of competing with other merchants makes the firm an intriguing player.
The consumer shift to e-commerce is becoming more pronounced, but retailers are fighting back.
The U.S. economy is in decent shape, but we are being even more selective given recent outperformance.
These great businesses are undervalued and run by CEOs that are looking out for the best interests of shareholders.