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If you have followed me on Seeking Alpha for long, you have probably realized that I seldom talk about some sectors entirely: e.g., oil producers, banks, and drugmakers.
While there is no doubt that all those businesses have huge market sizes and play an important role in our daily lives, I find my rare convictions in long-term shareholder value when it comes to equity investing.
So how have those sectors been performing? And is there any alternative way to get exposure to those sizeable markets? Let's find out below.
