Thursday, February 6, 2014

2/6/2014 (premarket) holding steady

Small GrowthSmall BlendMid GrowthSmall ValueLarge GrowthMid BlendMid ValueLarge BlendLarge Value
Cyclicals         
Technology   Hold     
Industrial   Hold     
Materials   Buy Hold  Hold
Energy         
Staples   Hold     
Healthcare         
Utilities   Hold Hold  Hold
Finance   Hold Hold  Hold


The combination of materials and small value indicates that the economy should hold through this short term volatility.

The key is to look for things with tangible value, rather than growth potential.  The speculators are getting shaken loose.  Value investors will outperform for a while.

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