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In this May 8, 2013 photo, new 2013 Ford Fusions are seen at an automobile dealer in Zelienople, Pa.
In this May 8, 2013 photo, new 2013 Ford Fusions are seen at an automobile dealer in Zelienople, Pa.
(Keith Srakocic/AP)

Consumer discretionary stocks should continue to outperform

U.S. equity markets have had an extraordinarily good run this year, and one sector has really stood out: consumer discretionary stocks.

All five industry groups within that sector -- automobiles, durables and apparel, media, retailing and consumer services -- have outpaced the overall performance of the S&P 500.