The 0.2 per cent decline in retail sales in September 2009 may weigh heavily on listed retail stocks. David Jones, Pacific Brands and JB Hi-Fi are among the stocks that have rallied in 2009, amid a 30 per cent rise in the S&P/ASX 200 Consumer Discretionary Index. EL&C Baillieu's Ivor Ries says few consumer discretionary stocks offer value at present, although he adds that investors should retain an exposure to the sector.

Publication Date: 5 November 2009

DAVID JONES LIMITED - ASX DJS
PACIFIC BRANDS LIMITED - ASX PBG
JB HI-FI LIMITED - ASX JBH
STANDARD AND POOR'S ASX 200 CONSUMER DISCRETIONARY INDEX
EL AND C BAILLIEU STOCKBROKING LIMITED
STANDARD AND POOR'S ASX 200 INDEX
HARVEY NORMAN HOLDINGS LIMITED - ASX HVN
AUSTRALIAN BUREAU OF STATISTICS
MYER HOLDINGS LIMITED - ASX MYR
CITIGROUP PTY LTD
OROTONGROUP LIMITED - ASX ORL
SPECIALTY FASHION GROUP LIMITED - ASX SFH
ABERDEEN ASSET MANAGEMENT LIMITED
ARB CORPORATION LIMITED - ASX ARP
WILSON HTM INVESTMENT GROUP LIMITED - ASX WIG
STANDARD AND POOR'S ASX 100 INDEX

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