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Value Investor

Jun 5, 2019

With tariffs and recession fears hitting the retail sector, many retailers now trade with single digit P/Es. Is it time for value investors to take another look?

(0:20) - Tariff Impacts On Retail Industry

(3:45) - Screening For Value Stocks In Retail

(10:10) - Tracey's Top Picks: Retail Home Furnishing and Regional Department Stores

(21:45) - Footwear Manufacturers

(26:30) - Episode Roundup: XELB, ETH, WSM, M, BBBY, MIK, JILL, SKX, SHOO