“I want the yield. So, I like utilities. I like telecom, at least the ones that have financial depth. I actually like residential REITs,” he said. “I still like consumer staples and I barbell that with gold.”
“You could almost argue Microsoft in a way has almost become a utility. You can look at Amazon, [in the] same sort of way,” added Rosenberg. “There are some companies here that you would think as being say cyclical in orientation, but actually emerged here as things that we need.”
“This big bear would turn bullish in a heartbeat if a vaccine were right around the corner,” Rosenberg said. “We get a vaccine, it’s a total game changer.”
consumer cyclical 在 Cyclical vs. Non-Cyclical Stocks: What's the Difference? 的相關結果
Consumer cyclicals are stocks of companies making consumer products that are greatly influenced by the ebbs and flows of the business cycle. ... What Is Cyclical ... ... <看更多>