As long as the situation in Europe appears contained, at least for the time being, this market has some legs, says market strategist Joseph Tanious. Valuations are compelling, and if you look at the forward indicators, a lot of the headwinds that have been holding stocks back - are clearing.
His recommendation: rotate out of defensive and high-dividend stocks and into cyclicals.
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment