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Do not look at Coke as a value play. This is more a play on global growth, but within the context of a defensive sector.
The tech sector has been the victim of the recent "on again, off again" rotation. That may really just mean that the group has been victimized by its own success.
Money fled high-growth, high-multiple stocks on Wednesday and chased a mix of both defense and value.
The Fed is doing this right. Let me repeat... the Fed is not screwing this up.
Of course, performance matters, but investors are forward looking. For this name, this is especially true.
Citigroup and Lululemon are on the radar this morning.
Shakespeare seemingly could have written the script regarding the U.S.-China trade drama.