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2 Retail ETFs For A ‘Big Box’ Comeback

TedTed
in The Bullpen
FYI: As gas prices drop, U.S. consumers will have more money to spend at places like Walmart. Meanwhile, a strengthening dollar makes the cost of imported goods on the shelves that much cheaper. Higher revenue and lower costs equal retail “cha-ching.” That’s the thesis offered by UBS in a recent Barron’s piece.
Regards
Ted
http://www.etf.com/sections/blog/23825-2-retail-etfs-for-a-big-box-comeback.html?tmpl=component&print=1&layout=default&page=

Barron's Piece:
http://blogs.barrons.com/focusonfunds/2014/11/13/ubs-play-retail-etfs-for-cheap-gas-strong-dollar/tab/print/
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