Holiday shopping season is here. These retail stocks offer a host of opportunities

With holiday shopping on my mind and Black Friday in plain sight, I’m laser-focused on the retail sector and its participation in my clients’ investment portfolios.

Last week was big for consumers: October retail sales numbers beat expectations, and we had a slew of retailers report earnings. Overall retail reports have been positive, but how can investors translate that into buying opportunities? I always try to look for the stories in earnings reports. What is the market telling us?

If we can identify trends and piece together themes, we can start to develop a thesis around investment opportunities and position portfolios accordingly….