Rules of the Game: Another Set of Discretionaries

I recently wrote about strength in consumer discretionaries, a sector that has generally seemed resilient despite much hand-wringing over consumer spending. I'm not necessarily a fan of sector exchange-traded funds, although they can be useful to gain exposure to certain areas of the market showing potential.

I want to continue my focus on the consumer arena, but don't get me wrong, I am not suggesting that these are stocks to rush out and buy. If you already have exposure to the sector elsewhere, then it may not be something you have to add to. But if you like to add a portfolio of individual stocks alongside your fund holdings, there are a few large-cap consumer names worth a look....376 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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