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.
Chief Investment Officer, Co-Portfolio Manager of Jim Cramer's Charitable Trust, and Director of Research at The Street. Stephanie performs all portfolio management functions which includes developing a macro outlook and market strategy, thorough analysis and careful stock selection while managing the fund in a manner that allows subscribers to follow and emulate her thoughts and actions. She also writes a weekly summary report of the portfolio, highlighting strategy, latest analysis and ranking of each stock in the fund. Stephanie promotes the product through weekly videos, both independently and with Jim Cramer, which are featured on The Street's website. As Chief Investment Officer, she oversees all premium content which includes RealMoney, RealMoney Pro, OptionsProfits as well as other premium newsletters including Breakout Stocks and Stocks Under $10. Stephanie is a CNBC contributor and regularly appears on Fast Money Halftime, Closing Bell, Squawk Box and The Kudlow Report.