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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This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.