Opinions
Adam Thomas
Vanguard Industrials Index Fund ETF Shares
VIS-N
DON'T BUY
Nov 13, 2017
$133.400
Stock price when the opinion was issued
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When the economy is strong, cyclical sectors tend to outperform. He thinks we are very late in the economic cycle. It could end any time now. You want to be underweight cyclical late in the cycle. When the market is down and the bad news is priced in, then that is when to overweight these. Don’t add to industrials right now.