As we see the economy start to strengthen during the fall and winter quarters, retail stocks could be an area that may benefit.
Continue Reading Below
Jamba Juice is a position we have stuck with for quite some time and hope to see the benefits of that persistence. I believe it is becoming a far more profitable company, and should also start to benefit from better growth in its franchising efforts in my opinion.
An improving economy would also play to Jamba’s positioning.
Retail stocks often take long time to reap benefits for investors. However, the potential gain can be significant with well-run companies.
DISCLAIMER: The investments discussed are held in client accounts as of August 31, 2014. These investments may or may not be currently held in client accounts. The reader should not assume that any investments identified were or will be profitable or that any investment recommendations or investment decisions we make in the future will be profitable.Past performance is no guarantee of future results.
The post Improving economy could boost retail stocks appeared first on Smarter InvestingCovestor Ltd. is a registered investment advisor. Covestor licenses investment strategies from its Model Managers to establish investment models. The commentary here is provided as general and impersonal information and should not be construed as recommendations or advice. Information from Model Managers and third-party sources deemed to be reliable but not guaranteed. Past performance is no guarantee of future results. Transaction histories for Covestor models available upon request. Additional important disclosures available at http://site.covestor.com/help/disclosures.