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No. of Recommendations: 3
Not a bad point... I've been paring back some positions that have run far (refiners, homebuilders) and can't find anything attractive to add at this point.

A bunch of long-suffering losers are also going green (ENOC, CREE, CBI)... I'm starting to think that we're either due for a 10%+ pullback - the sequestration kicking in looks like a candidate for now - or that it's time to look at some real cigar butts (hey APP, I'm looking at you).
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