Consumer Cyclicals

The stock is at its cheapest valuation since its absolute bottom in 2011.
A lack of interest and low volatility hint at a big move up the dial. 
The stock price could easily be 25% higher by the spring of 2016. 
Buying into Calvin Klein's parent will clash with your portfolio.
The management's plan is finally working.
Weak GDP and Greece could hurt equities, but some good buys exist.
When it over-delivers, you will have the last laugh.
The specialty retailer trounced both sales and earnings expectations.
There are only so many ways to make great food.
This is one invitation to play to avoid.

Columnist Conversations

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