The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and analyst Jason Moser discuss topics across the investing world.

Gap has performed admirably for Jason Moser's Rising Star portfolio. Thanks to its strong February sales numbers, he thinks the stock is fairly valued now. Jason is happy to take his gains, and possibly redeploy them toward another attractive retailer that has caught his eye.

The retail sector is full of industry winners and losers. To learn about a few, we invite you to take a look at The Motley Fool's special free report: "The Death of Wal-Mart: The Real Cash Kings Changing the Face of Retail." In it, you'll see which retailers are able to consistently outperform and how two cash kings are planning to ride the waves of retail's changing tide. You can access it by clicking here.