LA Times writes that …”with the U.S. economy showing more strength, some analysts say it's time to look for value in areas such as tech.
Investors placing their bets for 2012 are faced with the classic dilemma: Stick with market sectors that performed best last year or search for value in beaten-down names? The question is especially tricky considering that 2011 was a turbulent ride of mixed economic news at home, worse news abroad and painful sell-offs that tested even seasoned traders. Investors' reaction was textbook — dive into stock mutual funds stuffed with big, dividend-paying companies known for relative stability in good times and bad.
That meant top-performing funds focused on utilities, consumer staples and healthcare companies. Meanwhile…
Read more at
http://www.latimes.com/health/healthcare/la-fi-quarterly-sector-20120108,0,6396215.story
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