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Quarter-End Insights

Our Outlook for Consumer Cyclical Stocks

Slower consumer growth in 2012 is not fully reflected in valuations, and we remain selective and focused on structural winners.

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  • Few outright bargains exist in the consumer cyclical sector, and near-term risk might remain to the downside.
  • A fierce fight for consumers' holiday spend supports our long-term views for the retail space.
  • E-commerce continues to disrupt the traditional electronics retail business model. 

 

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Peter Wahlstrom does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.