The energy sector is the most attractive from a valuation perspective, particularly oil-services stocks.
The financial services sector is the most undervalued, with banks offering particularly attractive opportunities.
Energy, particularly midstream and refining, is the most attractive sector. Technology has also become compelling.
Tech and healthcare look expensive.
Healthcare, breakfast, and gassing up the car are always necessary, even during downturns.
As this large generation forms households, lumber firms should see a boost in profits.
The economy will soon exhaust its sources of easy productivity gains.