Good point re being 'tarred with same brush'. Its useless just...

Good point re being 'tarred with same brush'. Its useless just buying a sector. You have to burrow down and pick the best gem(s) within the sector. Big future ahead for NVT. My strategy in current climate is to buy a month before results and then sell after taking a 12-24% gain which may or may not eventute and may/may not incl divs. With NVT i'll very likely make an exception and hold for several report periods. Strong macro combined with extremely high ROE of 32% (the best by far of all my holdings), AND divs with exc gross yield make it close one of the best around.