Citadel Investment Services Limited's Nish Govender tells Proactive Investors he sees value in US retail companies like Tractor Supply Co (NASDAQ: TSCO) and W.W. Grainger (NYSE:GWW), despite the perceived "Amazon effect" of Amazon.com (NASDAQ:AMZN). The South Africa-based portfolio manager has 50 billion rand worth of assets under management, or US$3.8 billion.
South African Citadel Investment Services says 'Amazon effect' isn't affecting these two retail stocks
Quick facts: Tractor Supply Company
Price: 92.99 USD
Market Cap: $11.01 billion
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