A Stunning Departure From 2012

As I looked through the charts this weekend, I saw a stunning departure from anything I witnessed in 2012, or even since the bottom in 2009, for that matter. What I saw was money coming in to new themes to supplant the old.

First, let me tell you what's working: Housing-related names, such as Weyerhaeuser (WY), Lennar (LEN), Toll Brothers (TOL), Sherwin-Williams (SHW) and Mohawk (MHK) carpets, are still going higher. Same goes for hospital plays like Tenet (THC) and Universal Health (UHS), Becton, Dickenson (BDX) -- they all look great, as do their acolytes. There's tremendous interest in the high-growth pharmaceutical names, as well -- ones like Celgene (CELG), Gilead (GILD) and Allergan (AGN). These have supplanted the slower-growth dividend plays....572 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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