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Old 08-25-2009, 12:55 PM   #2008
Carl Johnson
WOAH! i think Vtec just kicked in!
 
Join Date: Oct 2005
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Everyone's opinion on which sector to be is going to be different because everyone's view on the economy is different. However, generally in a bull run you want to stay away from defensive stocks and be in cyclical names. I'm mostly looking at a few names that haven't really taken off yet from the march low but still has a solid business model with great balance sheet. These stocks tends to do very well in a recovery.
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