Pessimism Decomposed ::
October 05, 2011
The recent broad-market selloff has put all major industry groups in the red regardless of their defensive nature. Investors should focus on market segments exhibiting the most resilience and the most extremely impacted by fear.
Revere has identified micro-sectors such Healthcare IT, Cardiovascular & Orthopedic Devices, and Revenues-generating Specialty Pharma as relatively safe harbors for capital. In addition, some sectors which have been oversold as a result of widespread fear should rebound strongly if the market reverses course.
Revere Data CEO Kevin O'Brien explains how Revere put the microscope to the market and what insights were gained on CNBC’s popular “Talking Numbers" segment with Maria Bartiromo.
Watch the video at CNBC.com or access the report to the right to learn more.
