3 High-Upside Ways to Play the Dying Mall

It seems that just about every large brick-and-mortar business is being sold off these days. While the fear may be warranted for some retailers -- after all, store closures are expected to exceed 2009 levels this year -- there will still be those that survive. Here are a few possible names to scoop up from the bargain bin.

Pandora A/S (NASDAQOTH: PANDY) -- the jewelry brand, not the music-streaming service -- has been sold off mightily this year, falling 24% year to date. That may seem as if the business is going the way of commoditized apparel retailers, but Pandora's metrics don't match up to the pessimism.

Last quarter, revenue increased by 11.5% year over year -- not exactly a declining business. While there was some margin compression, that's because the company is investing in a new ERP (enterprise resource planning) system, and spacing its marketing spend more evenly throughout the year (as opposed to concentrating in the high-revenue fourth quarter).

Continue reading


Source: Fool.com