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I'm starting to look ahead for some unloved sectors.
Tutor Perini, Sterling Construction and Great Lakes Dredge & Dock should do well if there is a big infrastructure component in an eventual stimulus bill.
Several consumer financial names are benefiting from recent trends.
Replimune Group and Akebia Therapeutics provide examples of how to approach stocks in the biotech sector.
Beazer Homes USA, Olin Corp. and TravelCenters of America are showing signs of life and are worth consideration.
The early stages of the pandemic hurt sales at many biotech companies, but there are signs that revenue streams are picking back up.
One thing a Democratic sweep would do is to continue or even accelerate the exodus out of high tax cities.