(This is a summary of major monetary transfer debates about CNBC’s “Worldwide Exchange” exclusively for PRO subscribers. A global exchange will air every day at 5am.) Investors are looking for opportunities in the consumer discretionary department. Additionally, one strategist sees more benefits with money. “Worldwide Exchange” Pick: David Katz of Constellation Brands (STZ) and Starbucks (Sbux) Matrix Asset Advisors likes Modelo and Corona Importer Constellation Brands after breaking income and repeating year-round guidance. Katz also said the company has an attractive rating with 12x advance revenue. “I don’t think their business will change for about six months, but at this price you’re paid to wait,” Katz said. He also likes coffee giant Starbucks and watches upside down in a diversion under CEO Brian Nicole. “I think he’s doing a really good job of turning the company around,” Katz said. “When you turn a company around, there’s always a problem. While you wait there, you’ll get paid a yield of almost 3%. I think success can have good chances. I think consumers are definitely struggling right now, but I don’t think it will last indefinitely.” In the gold view at Ed Clissold’s highs at Ned Davis Research’s Ed Clissold, the market has always been the best market, and Gold has been and continues to be attractive. “Gold is one of our favorites,” Chrysoldo said. “For the first time, even before Robert Rubin became Secretary of the Treasury (1995-1999) the Treasury Secretary, the Treasury has a very strong stated policy that weaker dollars want to boost the manufacturing sector,” he added: “Gold, the world’s oldest currency, seems to be a place for investors to hide.” The discretionary opportunity for consumers believes that wealth consulting group Jimmy Leelee is against travel and leisure stocks. The consumer discretion sector has grown by 5% in years when market performance is low, while Wynn, Royal Caribbean and Carnival outperform the market. “I’m not saying all stocks,” Lee said of the sector. “There’s a casino, there’s an auto parts store, a car. There’s a certain area where you’ll expect better.” New Money: Doug Bourneperth, a bone property with large stocks, said he’s advising clients who want to put new money to work to focus on large stocks. “If you’re talking about my clients, we’re talking about 80/20 portfolios from a maximum of 100% equity portfolio, so these are people of 10 years and even on their side even for decades of time. Usually, the allocation we see is 35% large cap, 20% internationally developed, and another 5% to 7% in emerging markets,” he said. The rest is small to medium stocks, and in some cases there are bonds, he said. (Learn the best 2026 strategies from within NYSE with Josh Brown and others on CNBC Pro Live. Tickets and info here.)
