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American Capital Agency Corp. Message Board

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  • mmichaelr mmichaelr Jan 18, 2013 2:00 PM Flag

    Does this rally have legs?

    The relative (strength) performance of the small cap sectors early in the year is a pretty good indicator of earnings growth continuing. Why? because it means strength is at a point where a company does not have to be a global player to increase revenue. The drag for the small ones this year is absorbing the consulting fees and system changes with the changing healthcare requirements.

    Watch consumer discretionary sector for continued signs of confidence.

 
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