NEW YORK ( TheStreet) -- It's an interesting trio:
- Undervalued and seemingly hated Apple (AAPL - Get Report);
- Hated by a stubborn peanut gallery of Bezos deniers, Amazon.com (AMZN - Get Report);
- And, much-loved, though temporarily-dinged Starbucks (SBUX - Get Report).
If you're going to employ the Peter Lynch style of investing, there have not been -- and likely never will be -- three better candidates.
Consider Amazon because I left them out of the video and they made big news this week.Not only has the company become ubiquitous, but they pull off deals lost on the competition. Whereas shallow window dressing fuels Best Buy's (BBY) amazing stock price pump, Amazon enacts real strategy that begets long-lasting, game-changing impact. Like Sunday delivery via the United States Postal Service. As TheStreet contributor Jonathan Yates put it:
That could be the proverbial "knockout blow" for some retailers. There will no longer be any need for weekend trips to the shopping mall. While that will be harmful for Wal-Mart, Nordstrom, Kohl's and others, it could be potentially fatal for JC Penney ...
During the peak holiday shopping season, there are high school and college football games on Saturday and National Football League games on Sunday. Given the choice between attending the local game on Saturday and staying home and watching ... professional football on Sunday or some other leisure activity, it is likely that more families will choose to forgo a trip to the mall ...
Like any contest between seasoned competitors, there has not been just one blow from Amazon that has finished off many in the retail sector ...
It has been a combination of relentless, scoring attacks that have degraded the ability of so many retailers to competeI would take exception to just one word Yates went with ... "seasoned." Amazon doesn't face "seasoned competitors"; rather it uses and abuses a host of impotent, visionless retail lifers mired in a collective culture of obviousness. These men and women, to a person, ought to be ashamed of themselves for anticipating nothing and feebly reacting to the pace Amazon perpetually dictates. This Sunday delivery service -- which somebody else should have thought of for goodness sake -- provides just another reason to join the cult of Amazon prime. And, as Yates explains, it could be the final nail in the coffin for a company such as J. C. Penney (JCP) and just another kick in the guts for almost-as-inept retail hacks like Best Buy. It appears seemingly random to those of us who watch the world go by. But at least we participate. We even take Ferris Bueller's advice form time to time. Meantime physical retailers haven't been nearly as active or observant. They're more like Cameron Frye, lump of coal inserted you know where and all. Total embarrassment. To get caught with pants around your knees time and time again as Amazon creates the future. As Bezos dictates the rules the brick-and-mortar guys must try and end up failing to play by. We could share similar monologues for both Apple and Starbucks. Being well-liked by consumers or widely used doesn't necessarily make a company an appropriate invest in what you know and see people using investment. To have a better chance at shooting fish in a barrel, you really need that special kind of sick dominance Apple, Starbucks and Amazon exert across multiple spaces. Next to air, food and water, many modern day humans require Apple, Starbucks and Amazon to survive. Technically, we could live without them, but our cushy, air-conditioned lives would, undoubtedly, suck just a little bitter more. (I feel like such a self-entitled privileged snob, but don't judge. You'd complain if you were forced to remove one, two or all of the above from your life's day-to-day equation). Follow @rocco_thestreet -- Written by Rocco Pendola in Santa Monica, Calif.