Skip to content
Aug 07 2012

A Look At Thematic And Sector Valuations

  • Aug 7, 2012

Health Care and Consumer Staples valuations don’t look as dangerous as widely assumed. Utilities look expensive; conversely, the big corrections in the Industrials and Materials sectors have yet to create truly compelling valuations. The best sector for contrarians is Energy.

Login

For full access, please enter your credentials.
Remember Me

About The Author

Doug Ramsey / Chief Investment Officer & Portfolio Manager