A Couple of Consumer Discretionary Industries

(1) Two S&P Consumer Discretionary sector industries may be headed out of favor with buyers of their products and their stocks: Homebuilding and Internet Retail. (2) Consumers know value when they see it and wait for it when they don’t. (3) Consumer discretion: the better part of value? (4) Rising mortgage rates and home prices aren’t good for homebuilders. (5) Elevated valuations aren’t good for their stocks’ future performance. (6) Internet retailers’ share prices have lagged the broader market, but perhaps justifiably so given diverse woes. (7) 3-D printing makes itself at home—and work.