Markets show resilience 2 years after the flash crash.
US-based large caps present the most convincing case for this stock expert.
March retail sales exceed forecasts, but higher borrowing costs for Spain weigh on sentiment.
Investors are betting most heavily and consistently on a recovery in US housing and consumer spending.
Home Depot and Lowe's are upgraded to 'overweight,' and Chesapeake is downgraded to 'neutral.'
The company is trying to compete more strongly with Home Depot, especially in Canada.
Happy days are not yet here again.
As the economy improves, spending on home improvement has started to rise.
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