Clear Signals in Consumer Electronics

S&P's Thomas Graves sees this as the heaviest hitter consumer-discretionary sector. Among his picks: Sony and Matsushita

Consumer electronics is an area investors should tune in on, says Thomas Graves, group head of the Standard & Poor's analysts covering stocks in the consumer-discretionary sector. Graves broadly defines that sector as comprising stocks of companies with consumer products whose purchase can be deferred. And within that sector, the most bullishness now seems to be in consumer electronics, Graves says.

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