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For the most part I think Fidelity is spot on. I also see continued strength and leadership in the technology and health care sectors and betting on a rebound in the energy sector and energy stocks is (imho) a good call. With gasoline prices ultra-cheap for much of 2015, the consumer discretionary sector in general and leisure stocks in particular should also be winners in 2015. That certainly is how I plan to invest in 2015.
Europe? Emerging markets? Japan? China?? No, thanks. Ditto for the financials sector, basic materials/ industrials, and home builders .
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That certainly is how I plan to invest in 2015.
Europe? Emerging markets? Japan? China?? No, thanks. Ditto for the financials sector, basic materials/ industrials, and home builders .