Saturday, April 29, 2006

One Last Thing (Using Banks As An Example)

Many of the same attributes that banks were showing a few months ago are also starting to emerge in areas like Healthcare. They are also starting to show up in the largest stocks which have basically been comitose since the end of 2003. I will try to find some time to highlight why this is so in the coming weeks.

Long certain healthcare stocks and Exchange Traded Funds such as the OEF for client accounts.