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home / news releases / FEX - Sticking With High Quality Cyclicals


FEX - Sticking With High Quality Cyclicals

  • 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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