Goldman Sachs highlights key stock opportunities and risks as Q2 earnings season kicks off. The firm identifies retail trading surges and cyclical trends as major drivers for select stocks.
- Goldman Sachs highlights Interactive Brokers (IBKR) and Charles Schwab (SCHW) as beneficiaries of strong retail trading activity.
- John Deere (DE) is flagged as a potential winner due to a cyclical recovery in the agricultural sector.
- Restoration Hardware (RH), Southwest Airlines (LUV), and Boston Beer Company (SAM) are identified as stocks with potential downside risks.
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