In today’s mixed-bag economy, look for opportunities in these defensive sectors.
Growth Track
Playing the Correction
We anticipated the market’s recent pullback. Here’s a four-pronged approach to make the most of this dicey environment.
Don’t Fret Rising Rates
Despite some recent improvement, the US economy remains weak and the Fed isn’t likely to break its promise to keep interest rates exceptionally low until the end of 2014.
Selling into Strength
Consider selling stocks that have seen major run-ups in recent months and boost your allocation to defensive growth sectors.
Rising Risks for a Correction
A more cautious stance is warranted, as stocks face intensifying headwinds.
Disciplined Risk-Taking
Don’t let the euphoria of the current market rally cloud your judgment.
Buy When the Chips Are Up
Encouraging news from the semiconductor industry reaffirms our bullish outlook for the information technology sector and the economy.
Housing’s Turn
The protracted downslide in housing prices may be approaching an end.
Giving Credit
The US economy is gathering momentum in the new year, though storm clouds in Europe could threaten the global economy in 2012.
Broken Company or Broken Stock?
You should never average down on a losing stock, but it’s easier said than done. Investors must ask themselves one question when deciding whether to sell off a loser.











