Amid global uncertainty, consumer cyclical companies with moats will fare the best, in our opinion.
UPDATE: Micron, Nike, GM in focus
UPDATE: Nike, Micron surge on results; BlackBerry falls
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.
A possible bank default and soft industrial production figures have rekindled some nervousness about the European recovery.
The brand's quality and price should resonate with global consumers, particularly in Europe.
It's the wrong time to buy into these firms.
The consumer shift to e-commerce is becoming more pronounced, but retailers are fighting back.
Why eBay should stick together, Netflix is not invincible, and branded drugs still have legs.
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?