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Does anyone like BEAT? I LOVE the whole health sector especially suppliers, people will still be getting sick no matter if it is a recession or not. Stay away from basic materials those will get hit the hardest imo.
Pall..I don't agree on basic material. Look at RS today as an example. This sector may be the first to see a reversal. I include AG in this sector. MOS, POT, TRA and others going up.