Picking at bottoms in consumer discretionary - and a trade for earnings this week

Thoughts on value based consumer stocks like McDonald's, EA, Starbucks, and others

Before I get into the consumer discretionary stocks and why I think they’re putting in a bottom and should be decent long term addition here, some people have asked me for more short term trades. I’m not sure I will have one every week, but I thought that Zoetis into earnings on Tuesday is interesting for either a risk reversal or ownership of shares.

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