CNBC Mad Money October 24, 2013
Oils bad. Sell, sell, sell. Wait. Oils food. Buy, buy, buy. Housing is horrendous. The house of pain. Wait a second. Housing is fabulous. Transports are awful. Or theyre theyre terrific. Hallelujah perhaps we should dispense with the sector based labels and Start Talking about individual managements, individual companies, and execution. This earnings season weve seen remarkable d remarkable divergence in individual sectors in 25 years. We believe stocks in the sectors should trade in unison, were missing important opportunities to earn the stocks of companies that are deliberate. Rather than e...