Consumer Stocks Challenged Even With Solid U.S. Spending – Bloomberg 01-15-13

On January 15, 2013   /   Consumer Discretionary, Eric Teal, Industrials, James Paulsen, Quincy Krosby, US Stocks  

Salient to Investors: James Paulsen at Wells Capital Mgmt said job creation, tame inflation and rising home prices support solid retail spending in 2013, but consumer cyclicals may underperform the market because these positive economic trends are already discounted – the S&P 500 GICS Consumer Discretionary Sector Index has outperformed the broader market by

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