Invest in Industrial, Technology Stocks, Avoid Safe Havens

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Of our traders so you the investor.

-- can't try to mean order -- -- certainly looking for safety in this volatile market -- sending Hillary of Hillary and company he's the partner there.

He says may be too many are looking in the rear view mirror and perhaps we should all look in the when -- through the windshield that's -- -- wanna go through the when children you know down to a net.

Unsecured -- an optimist you're you're simply saying look forward but what is it that you see ahead of you down around.

Why Iran now I see so much uncertainty at the elections you get the fiscal cliff we wanna be buying one uncertainty -- the highest let's go back 10 march of 2000 when there was no uncertainty.

That was a perfect going to be selling and then look at march of 09 off the best time to -- -- until -- -- the markets doubled from there I mean look back down since march of 09 about a trillion dollars is coming to bond funds about a 138 billion.

Has come out of equities -- it's a marvelous contrary indicator and what its -- every the herds have rushed into bonds and out of stocks.

And -- when you wanna be buying stocks and getting out your bonds you know you look at the S&P 500 around 1434.

We have Tom -- at JPMorgan the other day he said 1495 and -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- I think it's -- earnings is gonna happen but I also think it's when people get out of the motive.

Putting their head in the sand everybody's invested in utilities and LP's -- all sorts of safe havens I think money's gonna -- at some point.

Flow from bonds into stocks and that's gonna move the market up as people -- this rally fear turns degree pretty quickly where should they be if not something that gives you great dividend what the master limited partnership frank well I think there's a lot of -- sectors out there you wanna be playing more offensive sector so industrials.

Technology stocks things like that.

These the names you wanna be invested in not not the safe havens view -- run the that Hillary balanced fund VI LLX and some of your most widely held names OK there's the apple -- their but there's also a company called Pool Corp.

got Sotheby's we'll talk more about that.

Later Flowers Foods have to -- stocks yeah I mean -- -- would like to look at companies have low debt low PE relative to -- so we're multi cap focus we can -- apple and doing all the way down about 700 million market cap companies it would -- Anywhere between but we call ourselves multi cap.

Growth at a reasonable price.

-- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- He'll give you specific names coming up that he thinks will make you more money in the atmosphere he believes -- going to come to -- 1550 on the --

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Invest in Industrial, Technology Stocks, Avoid Safe Havens

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