With the feds tightening and profit growths slowing, the market is going ahead for higher quality stocks. Still fan of long-term energy but it's time to look at the better companies.
With the feds tightening and profit growths slowing, the market is going ahead for higher quality stocks. Has severely lagged the rest of the technology sector. Very strong balance sheet.
Good play for the dollar (US). Consumer staples stocks have been among the best performers when the profit cycle decelerates. Most under weighted sector by most mutual funds despite they are the best-performing sector when profits decelerate.
Rating
Big Win
Win
Neutral
Loss
Big Loss
