Retail stocks have underperformed this year as sales figures have come in below expectations. However, Ken Burgess of Systematic Financial Management believes that some of the sector's most recognizable names now look attractive after recent declines, and he explains why in the November 30 issue of Value Investor Insight.
Ken Burgess' retail picks are a play on Mr. Market's irrational behavior as he describes:
"A typical idea for us is the company that has been a strong growth story for years but starts to slow down,disappointing the growth investors who it. It still might be a great business generating tons of cash flow, but the whiff of slower growth can just devastate the share price."
The retail sector has been the poster child for this kind of market...
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