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.