pj,
Agree. Have had an unbelieveable run of late, but am changing tact, and switching into a couple of defensives, with good growth prospects.
Still have large exposure to energy and oil, but adding insurance and health care, to the fold.
A good time to pick up some gems with majority USD earnings. They'll have their day in the sun again, very soon.
The correction we had to have is just around the corner, but I'll still be on the prowl, for some short-term profits...
Cheers
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