Friday, February 27, 2009
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Wednesday, February 04, 2009
What Health-care has going for it is solid earnings growth. For companies reporting thus far, fourth quarter earnings have averaged over 6%. Compare this growth with the near 15% earnings loss for the average stock in the S&P 500, and the sector's performance begins to make more sense. I would add that dividend action in the group has also, on balance, been good.
I like both the Health-care and Utility sectors. In addition, we see great values in the Consumer Staples. In our minds, the greatest companies on earth are experiencing a 40% off sale, its hard not to be nibbling.
This blog is for information purposes only, please consult your own financial advisor. Clients and employees of DCM own stocks in the sectors I have discussed here.