Get exposure to traditional retail - $BBBY and $SIG

Traditional retail has not gone away, nor is it about to die.
Online shopping is of course a very powerful trend, but for personal products, such as jewellery, fashion and furniture, people still want personal service.

BBBY and SIG are trading at P/E ratios below 10, price to book below 2.0x and have historically had very decent cash flow and return on equity.
Their stock prices have also been depressed for the last 3-4 years in the general anti bricks-and-mortar trend.

Both of them are very decent buys here and on our top priority list.