not a good time to invest in them. the media and the public already know that we are in a recession. With the media just reporting some of the recession plays, it well may be too late for the avg. investor to get in.....all the institutions have probably already gotten into these plays and are already waiting to sell. Since the cyclicals start picking up way before recession has ended..it only means that institutions will have started dumping the recession plays just as recession is in sight. But it is still essential to know these plays just to get ready if the economy gets heated again.
THE SECTORS:
Health care - PFE, SGP, MRK, BDX, BAX, AMGN, BIIB, GENZ, GILD, CELG, HUM, UNH
Defense - RTN, LMT, GD
Food and consumer staples - KFT, COST, WMT, BJ, K
Tobacco and alcohol - PM, MO
