The Amazon Effect masks both the underperformance of the average Discretionary stock and the relative value that’s been reestablished across the sector. “Discretionary ex-Amazon” is a better contrarian pick than Energy.
Jun
07
2017
A Contrarian “Late-Cycle” Play?
Login
For full access, please enter your credentials.
Not a Subscriber?
If you are interested in subscribing to The Leuthold Group, contact us online or give us a call at 612-332-1567.
Contact UsAbout The Author
![Doug Ramsey / Chief Investment Officer & Portfolio Manager](https://leuthold.imgix.net/leutholdgroup.com/site_files/authors/DSC_3768_LR_Doug.jpg?h=150&w=150&fit=crop&fp-y=.15)