We'll buy the weakness in National Oilwell Varco, and we'll also add to Masco and Macy's.
We'll lock in some of our big gains and redeploy the assets.
Key data releases on Wednesday will set the tone into the new month, and Friday's half-day session could offer a few opportunities.
We are adding to our earlier purchases of Emerson Electric and National Oilwell Varco on continued weakness.
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We answer subscribers' questions about our investment strategy.
Oil stocks are weak after the Iran deal was struck, so we're bulking up on this one.
We're buying on weakness after an in-line orders report.
We remain overweight in cyclical stocks in order to keep exposure to the global recovery.
The Fed's decision on tapering and big money's commitment to equities both appear to be awaiting the release of November jobs data.