And the common theme among them? Yes they are retail related, and billions of dollars of retail sales were reported from these days. For the active Bedokian Portfolio investor, this would be an interesting sector to look into.
So what do we have? Directly related would be the retail stores themselves and online retail platforms, and indirectly we have REITs with retail malls, logistics and delivery companies, payment solution companies and the hot products that people will buy during these days, among others. In fact, you could use the associative investing method that I had mentioned here to plot one big chart to see the whole picture.
And retailers are not reactive as well. They would want to know the behaviour and mannerisms of their customers. Big data comes into mind, so this is another branch of the chart to look into.
Looking from another perspective, with the advent of online shopping comes the risk of hacking and compromising of sensitive personal information. While many viewed this as a threat, an investor must look at it opportunistically, legitimately of course. Cybersecurity firms come into play, as well as the infrastructure that supports cybersecurity.
It seems that I have gone off topic. If I go on and on, I guess the even an A0-sized paper would not cover the whole chart. As you can see, everything is inter-related with one another. The challenge would be the find the right companies to invest in for dividends, and a proper fundamental analysis would be a good tool for that.