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Quarter-End Insights

Our Outlook for the Consumer Sector

Fears about the consumer have made some stocks very attractive.

John Owens, CFA, CPA

Dec 12, 2007

Mentioned: Williams-Sonoma Inc (WSM) , Bath & Body Works Inc (BBWI) , Walgreens Boots Alliance Inc (WBA) , Toll Brothers Inc (TOL) , Lowe's Companies Inc (LOW) , KB Home (KBH) , Starbucks Corp (SBUX) , JC Penney Co Inc (JCPNQ) , Cheesecake Factory Inc (CAKE) , Mondelez International Inc (MDLZ)

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"Be greedy when others are fearful." - Warren Buffett
"The key to making money in stocks is not to get scared out of them." - Peter Lynch

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John Owens has a position in the following securities mentioned above: HD, LOW. Find out about Morningstar’s editorial policies.

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