In the following video, Brenton and Austin discuss various investment themes across the consumer and technology sectors. After running through earnings announcements from Cisco, Applied Materials, and Wal-Mart, Brenton turns to a couple of longer-term stocks for investors to watch: J.C. Penney and Sysco. Specifically, he discusses why it may be too early to call J.C. Penney's strategy a failure, and why Sysco presents a strong long-term opportunity for income-focused investors.
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Austin Smith owns shares of Intel. Brenton Flynn has no positions in the stocks mentioned above. The Motley Fool owns shares of Buffalo Wild Wings, Intel, Microsoft, and VMware. Motley Fool newsletter services recommend Buffalo Wild Wings, Intel, Sysco , and VMware. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.