Healthcare, energy and technology have led the way as the market is back to flat on the year, following a 6% decline, while the consumer space has underperformed. TheStreet's Stephanie Link and Jill Malandrino discuss why there is relative value in the consumer and what stocks look attractive. Link owns Home Depot in the Action Alerts Plus portfolio as a housing and consumer play. She likes home improvement stocks relative to the housing names and has also owned Lowe's and Masco in the past. For retailers, Link believes Macy's will outperform and even though it is trading close to her target, there is still room to the upside.