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Sean's avatar

Nice moves. I believe those tech names will move higher long term.

What are you thoughts on Walmart v Target?

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Luke M's avatar

Both good stocks. Both have outperformed the S&P recently but Target has outperformed a lot more. It could be overstretched because of that but that's also why I did a smaller allocation. WMT definitely not going anywhere anytime soon. TGT has outperformed relative to WMT in the long run. At the end of the day, I don't think it's worth too much thought between one or the other or a mix of the two - it's more a question of getting exposure to that sector overall.

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