|COMMENT||$60.930||BULLISH||NORTH AMERICAN - LARGE||Unknown|
The media sector has been doing well recently, and telcos have had a bit of a bounce over the last couple of months. These are less economically sensitive companies that people have gone to hide in while pulling back on more economically sensitive companies. From a sector perspective, there are better places to be. He would prefer to be in media such as Comcast (CMCSA-Q) or CBS (CBS-N). Dividend yield of 4.7%.
President & Chief Investment Strategist, Barometer Capital Management