“People are scared in this economy and they tend not to leave the house as much. So when they spend money, they spend it on things they use at home.” And that benefits a handful of retailers. They follow: Netflix (NFLX), Home Depot (HD), Amazon.com (AMZN) and Target (TGT). “You’ve got to love these stocks on any kind of pullback,” says Macke.

“People are scared in this economy and they tend not to leave the house as much. So when they spend money, they spend it on things they use at home.” And that benefits a handful of retailers. They follow: Netflix (NFLX), Home Depot (HD), Amazon.com (AMZN) and Target (TGT). “You’ve got to love these stocks on any kind of pullback,” says Macke.

“People are scared in this economy and they tend not to leave the house as much. So when they spend money, they spend it on things they use at home.” And that benefits a handful of retailers. They follow: Netflix (NFLX), Home Depot (HD), Amazon.com (AMZN) and Target (TGT). “You’ve got to love these stocks on any kind of pullback,” says Macke.

“People are scared in this economy and they tend not to leave the house as much. So when they spend money, they spend it on things they use at home.” And that benefits a handful of retailers. They follow: Netflix (NFLX), Home Depot (HD), Amazon.com (AMZN) and Target (TGT). “You’ve got to love these stocks on any kind of pullback,” says Macke.

And don’t be fooled into stocks that seem similar. “The phenomenon is one of discounting and nesting,” Macke explains. For example Macke doesn’t like Williams-Sonoma (WSM). If you can buy what a retailer sells cheaper at Wal-Mart (WMT), Macke says stay away.