Encouraging Signs, But Concerns Still Outweigh; Buying Materials, Energy, Industrials, Health Care
We continue to see some encouraging signs that suggest that the lows may have been established for this correction. Still, cyclical value remains...
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Value Remains Leadership; Actionable Ideas: Energy, Financials, Industrials, and Materials
We are sticking with Sectors and stocks that have remained technically sound throughout this correction, not on areas that are just now spiking...
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Buying Metals/Mining and Consumer Staples
Commodity prices remain in a secular bull market, and now even gold is joining the rally. This is bullish for global metals/mining stocks (precious...
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Sticking With Value; Buying Materials & Industrials
Sticking with the theme from last week when we recommended Energy and Financials, two more Sectors that stand to benefit from rising rates include...
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Copper Miners Breaking Out Around The Globe -- Buy
In this report we lay out what we believe is a compelling case to add exposure to copper miners at current levels, highlighting the following...
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