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Outlook For Consumer Discretionary Stocks

Panelists Alexis Browne and Mike Mussio join The Watch List to discuss their outlooks for consumer discretionary stocks in the midst of ongoing supply chain issues. Alexis Browne sees oversold opportunities, but adds that investors should tread somewhat carefully. The most attractive areas within consumer discretionary Browne sees are autos, housing-related stocks and hotels. Mussio sees multiple tailwinds propelling the sector with a couple of persistent headwinds including supply chain disruptions and rising commodity and labor costs.

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28 Feb 2022

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