The article provides two hints. First, Heather Dougherty, a Nielsen/NetRatings analyst, is quoted as saying that "since last June, senior citizens have bought clothing, shoes, flowers and gifts at a faster rate than the population in general".
Second, much of the article is devoted to a description of a partnership between Travelocity, owned by the Sabre Group (TSG), and the AARP to build an AARP-branded travel web site for seniors, AARP Passport (at www.Travelocity.com/AARP).
So investors can play seniors' increasing adoption of the Internet via Internet travel stocks and various areas of e-tailing: Travelocity (TSG), Expedia (NASDAQ:EXPE), 1-800 Flowers (NASDAQ:FLWS), Red Envelope (REDE), Bluefly (NASDAQ:BFLY) and perhaps Amazon (NASDAQ:AMZN).
But the problem with these stocks is that they get an insufficient proportion of their revenues from seniors, so they're nowhere close to being "pure plays" on this theme. Which stocks are?
I have one idea: Bankrate (NYSE:RATE). Many seniors live off fixed income investments from their savings, and Bankrate allows them to comparison shop for interest rates. Once the housing market slows down and Bankrate's mortgage-lead business dries up, Bankrate will become more of an Internet fixed-income pure play.
Other suggestions appreciated.