Markets & Finance

Rate Relief


By Thomas Graves Standard & Poor's is raising its opinion on the consumer discretionary sector to "market weight" from "underweight." Although holiday season sales are likely to be weak for many companies in the sector, S&P sees investors placing increased emphasis on the expected benefits of monetary and fiscal stimulus in 2002.

How to play the trend? S&P's recommended investment approaches within the sector include making selections among expected beneficiaries of lower interest rates and discount-oriented shopping.

For example, we recommend Home Depot( HD), ranked 5 STARS (buy) and Clayton Homes (CMH), also ranked 5 STARS.

S&P has a 4 STARS (accumulate) opinion on shares of Wal-Mart (WMT) 4 STARS (accumulate) and Family Dollar (FDO). Graves is an equity analyst for Standard & Poor's


Ebola Rising
LIMITED-TIME OFFER SUBSCRIBE NOW

Sponsored Financial Commentaries

Sponsored Links

Buy a link now!

 
blog comments powered by Disqus