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