Rotation

Sector rotation is under way.
The new winner is healthcare. And the contract research organizations. Names in this particular sector are Parexel (ticker: PRXL), Icon (ticker/ ICLR), CRL (Charles River Laboratories) and Covance (ticker: CVD).
As the Obama government starts to give more and more details on their plans for Medicare , investors seems to be tempted to buy these names.

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Sector rotation: get out

We observe that the heroes from some weeks ago are rolling over: restaurant chains are on their way back. A classic example of sector rotation by the pro’s. Forget all the stories written a month ago about this topic. Too many folks around trying too fool us while obliged to make a living. Journalists, I mean.

And here are the heroes of one session. Auto parts shares are tumbling after the outburst on Wednesday.
Also the housing sector is rolling over. Not yet, but nearly

Folks, it's friday evening here. The pub is waiting for us and I want to enjoy the light breeze coming from sea to the shores and sun filtering through clouds. Let's sing till midnight. Take care.

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