"The fact that retail is out of favor is a theory that has been trumpeted across the Street for the last six months, and therefore has already been worked into the stock price, " says Bob Napoli, brokerage analyst at ABN Amro, pointing out that Merrill's shares are the most attractive relative to its historical trading range.

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Weiss' investment strategy is to select blue-chip stocks with a long history of paying dividends and trading at the high end of their historical range of yields.

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At an implied cap rate of 6%, REITs are trading at the low end of the historical 5% to 10% range reported by the CCIM Institute in Chicago.

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