Skip to content
Jun 07 2017
Stock Market

A Contrarian “Late-Cycle” Play?

  • Jun 7, 2017

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.

tags

Consumer Discretionary Sector Valuations Valuations

Login

For full access, please enter your credentials.
Remember Me

About The Author

Doug Ramsey / Chief Investment Officer & Portfolio Manager

Doug Ramsey Chief Investment Officer & Portfolio Manager

Doug is the Chief Investment Officer of The Leuthold Group, LLC, and Co-Portfolio Manager of the Leuthold Core Investment Fund and the Leuthold Global Fund.

current issue

November 2019
Vol. 39 No. 11

featured articles

recent tags
[ALL]

Momentum (160) Risk Aversion Index (72) Inflation (522) Total Return Ratio (5) Emerging Markets (76) MSCI Emerging Market (18) VLT Momentum (12) SELL Signal (5) Stock/Bond Correlation (8) Cyclical/Defensive Total Return Ratio (1) 10-Year Treasurys (21) S&P 500 (286) Topping Pattern (18) Low-to-Low-to-High (2) Bull Market (85) Cumulative Total Return (1) Seasonality (49) Small Caps (131) Russell 2000 (36) Real Interest Rates (12)