Sector Momentum for 2013
We typically focus on individual names at Real Money, but I want to look today at what sectors are most attractive for new investment on the long side.
As I do with individual ideas, my starting point is the estimate-revision trend and valuation. I look for the lowest expectations, because those names are most likely to surprise to the upside and provide excess returns. What works for stocks also works for groups and the market as a whole....333 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.
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