Consumer Cyclicals

There's not much to like long in this market, but ULTA shows good relative strength. 
Invest in the stocks they favor -- and there are more than a few.
It's not a good look for the fragrance and cosmetics maker to tout $2.3 billion in debt, while cash keeps disappearing from its books.
Here is what you want to start seeing from the company during the next 12 months.
Markets tank as the Northeast digs itself out of a mess. Also, people are still wary of inversions.
'Head coach' Easterbrook shows that if you can inspire it will work wonders.
ORLY, the best performing stock in its sector over the past year, is now testing an important level.
After a sensational 2015 second half and successful all-day breakfast drive, few are doubting Easterbrook's efforts.
We keep getting presented with buying opportunities.
Quarterly results show it's doing very little -- if anything -- wrong.

Columnist Conversations

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