Sector: Consumer Discretionary
12-month Performance: +24.5%
What’s more American than big-box discount retail?
Representing the consumer discretionary sector in our stock bundle, we have one-stop shop Target (NYSE:TGT). While rival Walmart (NYSE:WMT) has a global presence, this company is all about the red, white and blue, getting just about all of its sales in the States.
In fact, Target just recently started looking beyond our borders for expansion. It was first working on squeezing smaller-format stores into cities and now is planning to open its first batch of Canadian stores this March.
Still, the bulk of its stores are located in the U.S. and can thus benefit from the expected American boom — especially since it offers everything from frames to fashionable clothes, and toys to TVs. Oh yeah, and an almost 25% return for investors in the past year, which includes a 2.3% dividend yield.
We’re off to a good start.