Are Consumer Discretionary Stocks Lagging Roku (ROKU) This Year?

Here is how New Jersey Resources (NJR) and Otter Tail (OTTR) have performed compared to their sector so far this year.

Realty Income is a lumbering giant, but its 5.6% yield could be a cornerstone investment. Agree Realty competes with Realty Income, but it is much smaller, so its 4.3% yield comes with a growth kicker.

Microsoft hasn’t been this cheap in a long time. The Trade Desk’s valuation has reached unreal levels.