Retail stocks picked up traction in the back half of 2014 as lower prices at the pump helped more money in consumers’ pockets. Stephanie Link, Co-Portfolio Manager of Action Alerts Plus, tells TheStreet’s Jill Malandrino she expects the strength to continue into 2015. Link explains it is more than just oil prices and you also have to look for continued improvement in jobs data and wage growth as a contributing factor to consumer strength. Dollar General is name Link owns in the discount space because there are a couple of ways to win with this stock. Lululemon is a wild card and there are a lot of areas to fix with this company, but 2014 was a year of heavy investment and Link believes this could payoff in 2015. Her final retail long-term pick for 2015 is Panera. Link believes it has the product, but also spent big in 2014 and those investments will start to pay off as the restructuring story plays out.