Morgan Stanley Goes Full Bull on Staples, Adds GOOGL To Focus Buy List
Weekly Warm-up: More on The Mid Cycle Transition to Quality; Staples over Discretionary Last week we argued for a faster transition to mid cycle dynamics which means it’s time to upgrade the quality in one’s portfolio. One sector shift that makes sense is Discretionary to Staples which received a lot of pushback. Today, we defend…...
