Each year in January, our U.S. Equity Strategy publishes a list of their top ten high conviction calls for the year ahead. The objective is to highlight calls with staying power, rather than simply chasing short-term momentum.
In today’s Inside BCA, we are pleased to share these top ten 2015 high-conviction calls along with the main factors influencing our U.S. cyclical views.
- Health Care Facilities – Overweight... - Hypermarkets – Overweight... - Financials – Overweight... - Homebuilding – Overweight... - Software – Overweight... - Construction & Engineering – Overweight... - Semiconductors – Underweight... - Auto Components – Underweight... - Industrial Machinery – Underweight... - Small Caps Vs. Large Caps...
Information posted to this board is not meant to suggest any specific action, but to point out the technical signs that can help our readers make their own specific decisions. Your Due Dilegence is a must! gtsourdinis
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