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You are employing sector rotation and you are now reallocating your portfolio out of industrials and energy stocks and into pharmaceutical and medical supply firms

You are employing sector rotation and you are now reallocating your portfolio out of industrials and energy stocks and into pharmaceutical and medical supply firms along with retail discounters like Wal-Mart and Costco. For your strategy to make sense you must believe the economy is

at a peakat a troughin a contractionin an expansion

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