In addition, technology companies, which have lifted the Nasdaq Composite Index 29% this year, also look good on the cost cutting and revenue metrics, Mr. Knapp says. 'But once you get into the consumer discretionary, staples and services areas, it's not quite as good a story,' Mr. Knapp says.
Zack's Mr. Van Dijk says that short term there could be good earnings news for retailers. 'You have a bunch of retailers who have really cut their inventories way down, and if they do see any pickup at all, their turnover will zoom and that lowers their costs significantly,' he says, noting that already it is a group for which analysts have upgraded earnings forecasts.
Still, for retailers aimed at the middle-class, such as Macy's, J.C. Penney and Gap, the good news won't last long.
'They may be good for a trade, but they're a lousy long-term investment,' Mr. Van Dijk says. 'They just have too many headwinds against them.'
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