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You've got interest rates on your side, inflation on your side. Earnings look good in the second quarter and we think they will be good for the balance of the year. We don't see the indicators to suggest we've got problems at this point.
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Stuart Freeman
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It's not unusual to see a rotation back into some of these traditional stocks.
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Stuart Freeman
Lower rates should stimulate other consumer areas. We think building materials, as a result of continuing housing demand going forward, should do well. We actually think we'll see more demand for autos.
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Stuart Freeman
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