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South African Citadel Investment Services says 'Amazon effect' isn't affecting these two retail stocks

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.

Quick facts: Tractor Supply Company

Price: 138.11 USD

NASDAQ:TSCO
Market: NASDAQ
Market Cap: $16.05 billion
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