3 Internet Stocks on Our Watchlist

By breaking down physical barriers, consumer internet businesses are reshaping how people shop, connect, learn, and play. This influence cuts both ways though because they have high exposure to the ups and downs of consumer spending, and uncertainty surrounding this factor has capped the industry’s returns - over the past six months, its 7.3% gain has lagged the S&P 500 by 7.9 percentage points.