Jim also calls out Estee Lauder's (EL) recent run. But it's still down for the year as it works through slower-than-expected recovery in its Asia travel retail business. Jim thinks CEO Fabrizio Freda is finding his way around this. Elsewhere in consumer discretionary, Jim says continue to buy TJX Companies (TJX) and Costco (COST).
The German cabinet will hold a secret session on Wednesday to discuss safeguard measures regarding the possible participation of China's Huawei Technologies in building Germany's 5G network, the daily Handelsblatt said, citing government sources. from Latest http://bit.ly/2UI6lRu
Comments
Post a Comment