In today's edition of "Talkin' Stocks," Brendan Byrnes and Austin Smith look at one company that could be a big winner this back-to-school shopping season: Target. Austin likes Target's ability to cater to both grade-school and college purchases. The latter category tends to spend more each season, and Target has been effectively promoting its college wares this year. With J.C. Penney giving up more market share each quarter, there are more consumers and dollars for Target to lure than before.

If the idea of investing in a domestic retailer right now leaves you yawning, there are other great retail opportunities out there, like The Motley Fool's Top Stock for 2012. It's our chief investment officer's favorite company for the year. We invite you to access the premium research report, where he reveals his pick before the rest of the market catches on. Click here to read more -- it's absolutely free.