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| Symbol | Sector | Return | Exposure | Trades | Last Trade | Status | |
|---|---|---|---|---|---|---|---|
| JNJ | Pharmaceuticals | -9.92% |
|
1 | 21-Nov-08 | Currently Holding |
05-Jun-07
sector rotation
Holding Rationale for JNJ.
the business cycle is coming around and things are slowing in the US. time to rotate into healthcare, and J&J is a good buy. defensive play.
Tagged Stocks: JNJ
Posted at 11:00 in Holding Rationales | Permalink | Comments () | Top
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