The Fred Report - Sector Review December 2010

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Sector Weight Notes: We RAISE Staples to an OVERWEIGHT, and LOWER Technology to an UNDERWEIGHT.  We know this is a big change. We underweight Technology as accumulation models have weakened and Tech has become the “darling” of Wall Street – 8 out of 10 strategists in the Barron’s survey count tech as a favorite sector. We have been overweight Tech since 2009, and want to take some money off the table.


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