http://www.businessweek.com/magazine/content/06_29/b3993089.htm
These people all disagree. Their favourites for the coming year? WARREN BAGATELL likes Pfizer and healthcare, generally. CHRISTOPHER CONKEY likes large cap growth stocks, but not the tech sector, and BARRY FREEMAN recommends 10% in gold or mining stocks.
All this reminds me of Warren Buffet's rule - ignore Stock Market forcasts. How can anyone possibly know the future? Trying to find good companies with great prospects and waiting for them to become attractively priced does not depend on forcasts (if the market goes down and drags everything with it then this might present a better buying prospect, but if it happens it happens) or sectors.
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