Let's share ideas here. Here is the first pack:
"And that means — don't do consensus trades. Focus on groups that have lagged in the last seven years; that means energy, basic materials, mining, steels, [communication] equipment, industrials, tech," Lee said Wednesday on CNBC's "Trading Nation."
Avoid crowded trades, he said, like health care and consumer cyclicals, what he deems "consensus trades."
And even though financials have rallied postelection, Lee points out that the group has underperformed the market since 2009 — so even though the banks have seen a nice run, it could be "five or six years of outperformance."
http://www.cnbc.com/2016/11/25/tom-lee-trump-could-bring-major-bull-market-here-is-what-i-am-buying.html
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