On CNBC's "Fast Money," Chris Verrone of Strategas said that the consumer cycle is very robust because the consumer discretionary stocks are outperforming the staples stocks. The homebuilding has been a big driver of this move so Verrone thinks it would be a good idea to get some long exposure.
He would buy pullbacks in Lennar Corporation (NYSE:LEN) because he expects the stock to be a leader for a long time.
Verrone also wants to own Williams-Sonoma, Inc. (NYSE:WSM). Its bear market is over and the stock is performing better relative to the S&P 500.
Tempur Sealy International Inc (NYSE:TPX) is on the verge of breaking out above its five-year range, but it's already breaking out on the relative terms versus the S&P 500, explained Verrone. He is a buyer of the stock.