Play on an acceleration in consumer spending at low to midscale given low unemployment and steady GDP growth. Top Buy in our US Consumer Discretionary model and has been one of our favorite consumer names all year. YTD, +18.29%. Not too shabby when compared to S&P500 which is +5.76% a/o yesterday's close. What do you guys think?
Submitted July 17, 2018 at 11:47AM by QuantalyticsResearch https://ift.tt/2Lkskg8
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