Don't forget about Stein Mart (SMRT +0.6%). With all the attention on how Ross Stores and TJX Companies are pulling away sales from weak department store chains such as J.C. Penney and Kohl's, off-price Stein Mart quietly tripled up the estimates of analysts with its own same-store sales in December. The sub-sector continues to look attractive to Nomura's Paul Lejeuz as he predicts the trend to continue in 2013.