In the following video, Fool analyst Austin Smith discusses the e-tail revolution and which companies are coming out winners.
Amazon.com is perhaps the most obvious winner, but investors need to be wary of the company's sky-high price-to-earnings ratio, Austin says.
Two alternative names to play are UPS and FedEx , the companies that do most of the shipping of all that merchandise ordered online. Of the two, Austin prefers UPS.
Investors can also consider packaging companies, such as International Paper and Sealed Air , Austin says.
All four of these companies pay a dividend. All are also far cheaper than Amazon, with multiples of between 15 and 25.
Austin likes International Paper's shift toward corrugated packaging, as well as its dividend. The company had a great 2012, up about 40%, and is positioned to have an even better 2013, he says.
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