In the following video, Fool analyst Austin Smith discusses the e-tail revolution and which companies are coming out winners.
Amazon.com (NASDAQ:AMZN) is perhaps the most obvious winner, but investors need to be wary of the company's sky-high price-to-earnings ratio, 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.
Austin Smith has no positions in the stocks mentioned above. The Motley Fool owns shares of Amazon.com and Sealed Air. Motley Fool newsletter services recommend Amazon.com, FedEx, and UPS. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.