Keith Gangl's Stock Picks: FIVE, DG, DLTR, PANW, DOCU, PYPL
Keith Gangl says the expectations for the market are grinding higher after a strong move off lows last March. The key question remains to be the pace of economic recovery. He is focused on companies that are executing, and seeing earnings beats and strong guidance. Gangl remains overweight the consumer discretionary sector, and likes Dollar Tree, Dollar General and Five Below.