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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.


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About The Author

Doug Ramsey / Chief Investment Officer & Portfolio Manager