TSX:PWT - Post Discussion
Post by
makedonka on Jun 27, 2017 6:19pm
Tech To Energy Rotation Underway
How can investors benefit from the second half rotation we are expecting?
We think investors should shift from growth into cyclicals and value names. The momentum rotation into growth for the first half of this year will prove to be unsustainable, and tech names led by the FAANMG will underperform in the second half of this year.
Be sure to also read our article, "Gravediggers - Finding Value In The Energy Graveyard."
https://seekingalpha.com/article/4084367-tech-energy-rotation-underway?app=1&isDirectRoadblock=false
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