|SELECTIVE||NORTH AMERICAN - LARGE||No|
Retailers like WMT-N and TGT-N with Trump's import policies. Will Trump do something drastic about imports from the East? If he does then Walmart's and Target’s margins will shrink. Amazon has eaten the lunch of the retail industry and it is not stopping any time soon. He is reluctant to get anywhere near the big retailers until we see exactly what Trump will do.
President, Baskin Wealth Management http://www.baskinfinancial.com/main/