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FEX - Sticking With High Quality Cyclicals
November, 24 2020 05:38 AM
First Trust Large Cap Core AlphaDEX Fund
Last week, cyclical stocks surged as investors digested the implications of an imminent and highly effective vaccine. Which is it? Value or growth, cyclical or defensive? I'd stick with my answer from mid-August: high quality cyclicals, not deep value. From an industry standpoint, I would lean into rails, specialty chemicals, home builders, semi equipment and payment companies. For further details see:
Sticking With High Quality Cyclicals
Stock Information
Company Name:
First Trust Large Cap Core AlphaDEX Fund
Stock Symbol:
FEX
Market:
NASDAQ
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