Consumer Discretionary: It’s not the consumer actually – ValueWalk Premium
Consumer Discretionary retail-valuations

Consumer Discretionary: It’s not the consumer actually

Citi analysts Tobias M Levkovich, Lorraine M Schmitt and Christina Wood see few prospects for investments in the Consumer Discretionary sector in their recent research note ‘No Humor in Consumer.’

“Investors have been hit hard in the Consumer Discretionary sector, despite signs of greater household wealth, employment growth (albeit recently disrupted seemingly by weather) and respectable consumer spending trends,” points out the note. “However, given valuation issues and lead indicators, plus earnings estimate revision momentum, the underperformance is not surprising and is expected to continue.”

In . . .

SORRY!

This content is exclusively for paying members.

If you are subscribed and having an account error please clear cache and cookies if that does not work email support@valuewalk.com or click Chat.


X
Saved Articles
X
TextTExtLInkTextTExtLInk

Here’s a Tip: Read What Professional Investors Read

ValueWalk Premium is for investors looking to improve their investment process AND keep up-to-date on the latest industry trends.

It’s THE resource for value investing and hedge funds. 📈

And with a free three-day trial and $29.99 per month thereafter, it’s a value in its own right.

Sign up now. 👇

CLICK HERE TO TRY IT OUT

 

0