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Quarter-End Insights

Our Outlook for Consumer Cyclical Stocks

There are some signs that the U.S. economy is on the mend, but visibility is constrained.

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  • We continue to see signs that the U.S. economy is on the mend, but visibility beyond the summer months appears severely constrained.
     
  • Consumer cyclical firms are still planning for top-line gains but are bracing for margin pressure, particularly in the second half of the year.
     
  • Most luxury goods stocks are still expensive, even after the recent pullback, but some warrant a closer look.

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Peter Wahlstrom has a position in the following securities mentioned above: AAPL. Find out about Morningstar’s editorial policies.