Stock Picks: CarMax (KMX), Restoration Hardware (RH)

<p>CarMax (KMX) is the largest used-car retailer in the U.S. The company has embarked upon tech initiatives to further transform the car buying experience, which should increase operational efficiencies. Brian Macauley's other stock pick is Restoration Hardware (RH) which is a leading luxury retailer in the home furnishings marketplace. The company is in early innings of a transformational change to its real estate and store design strategy. </p>