BLOOMBERG Bloomberg Markets December 1, 2015
Because of disappointing manufacturing numbers and we are taking a second leg downward after initially slumping. Heres what is working and what is not. Followed by Consumer Discretionary and financials. Telecommunications shares, those of the drags on the major averages as we see them wavered to some extent. David cole any of this standout . Note, barclays has a recommending buying. Johnson johnson, eli lilly and merck all is higher. Using these companies to beef up the drug pipeline instead of financially driven m a is preferable. Things like tax inversion for example. We have seen some highp...