That's potentially a big plus for this historically competitive sector. But when you look at the track record of the publishing group, they really do tend to trade like the consumer cyclicals that should be the main beneficiaries. But these are the exceptions. History tells us that tax refunds tend to turn quickly into consumer spending. Thus, the surest bets for tax cuts are firms selling to consumers.
Tax cuts put more in our pockets, and that leads to more spending.
So consumer cyclicals have to be at the top of the list. At the time of publication, Michael Brush did not own or control shares in any of the equities mentioned in this column. Search MSN Money tips MSN Money's editorial goal is to provide a forum for personal finance and investment ideas. Our articles, columns, message board posts and other features should not be construed as investment advice, nor does their appearance imply an endorsement by Microsoft of any specific security or trading strategy. An investor's best course of action must be based on individual circumstances.