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  1. Consumer Cyclical Picks for a Slower-Growth World

    Amid global uncertainty, consumer cyclical companies with moats will fare the best, in our opinion.

  2. UPDATE: Micron, Nike, GM in focus

    UPDATE: Micron, Nike, GM in focus

  3. UPDATE: Nike, Micron surge on results; BlackBerry falls

    UPDATE: Nike, Micron surge on results; BlackBerry falls

  4. Consumer Cyclical Picks for a Choppy Retail Market

    Steady U.S. retail spending and rebounding European and Chinese sales offer decent end-market outlooks for consumer cyclical companies, but the larger retail spending environment remains uncertain around the world.

  5. Europe Stumbles Once Again

    A possible bank default and soft industrial production figures have rekindled some nervousness about the European recovery.

  6. Coach Widens the Playing Field

    The brand's quality and price should resonate with global consumers, particularly in Europe.

  7. Tax Reform Proposal Alarms Retirement Industry

    It's the wrong time to buy into these firms.

  8. Our Outlook for Consumer Cyclical Stocks

    The consumer shift to e-commerce is becoming more pronounced, but retailers are fighting back.

  9. The Friday Five

    Why eBay should stick together, Netflix is not invincible, and branded drugs still have legs.

  10. Stock Funds: The Five-Year Rally's Big Winners

    Small was large and consumer cyclicals ruled on the performance charts, but after a period when nearly everything did well, what's the next move for stock-fund investors?

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