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Jono regarding sector investing, how far out ibnto the future do you think "the money" is projected when sector rotational investors (for want of a better term) place their bets? 3 months, 6 months, 12 months, any longer? To illistrate my quetsion II'll use Amcor as an example..a classic "cyclical" stock I know a liitle about. Having a bit of a run lately..yet the ecomony is in a dowturn. Is the run in anticipation of an economic turnaround 6months 12 months ahead?...get my drift?

AB
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