Pain may be spreading from the low end (WMT/TGT) to middle income consumers (JWN/KSS/M), says Mike Mussio. He and Alexis Browne discuss the reason for recent poor performance in discretionary stocks. Alexis notes that investors should remain optimistic looking out 6-12 months and would expect consumer discretionary stocks to participate in gains. They then go over Mike's stock picks which include LOW, MCD, and AMZN. Tune in to find out more.
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