at least one prominent bear is feeling suddenly bullish....
Leuthold was making a major move into home improvement retailers Lowes (NYSE: LOW - News), where he was adding a new stake, and Home Depot (NYSE: HD - News) where he was adding to an existing stake.
The firm was also adding to stakes in tech blue chips Intel (Nasdaq: INTC - News), Hewlett-Packard (NYSE: HPQ - News), and Oracle (Nasdaq: ORCL - News), while trimming stakes in big biotechs Celgene (Nasdaq: CELG - News), Genentech (NYSE: DNA - News), and Gilead Sciences (Nasdaq: GILD - News).
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