The Fred Report - Mid Week Update February 2, 2011
The rally continues to look a bit tired. Many indexes continue to lag the SPY. The EEM has been underperforming the US market since last November. This is not yet widely acknowledged and could be a major theme for 2011. Materials is an overweight for us and we would look at the strong stocks in the Sector Review – all look attractive. We also like the look of XLI (Industrials) – and would look for the strong stocks there as well.
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