Top consumer stocks picks from Piper Jaffray

Piper Jaffray lines up Goodyear Tire & Rubber (GT) and Starwood Hotels & Resorts (HOT) as top consumer stock picks.

The investment firm's thesis is that this year will follow the typical mid-term election year cycle of a strong Q4 to follow a couple of weak quarters in front of it.

If Piper is right, buying Goodyear and Starwood on the dips could pay off.

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