Summary

Retail is becoming very attractive, we see single-digit valuations and very low comparable stock prices.

However, high past stock prices don’t mean everything is a bargain.

There will certainly be winners coming from the retail sector and I share some insights how and when to pick them.

Retail is becoming extremely attractive. As soon as I see a good brand like Bed Bath & Beyond (NASDAQ:BBBY) that trades at a P/E ratio of 7 and has $550 million in free cash flows, I immediately get interested….