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Strategy right now, less is more i dont think you want to be aggressively making adjustments to your portfolio. Myself, personally, i look at my Energy Exposure and look that i have a high correlation to the price of Oil Moving Higher i also have one oak. I suggested in the last couple days exposure to refiners. If the price of oil is going to move higher, im wrong in that suggestion what i have done is i have added sun corps. Why did i do that . Because if there is a need to tap production outside the middle east or United States, we look up north. The canadians have that. A canadian oil play. The chinese can access that, as well i think thats the right strategy i sold out of capital one. Why . I dont like where were sitting right now in terms of yield and the ism manufacturing, that was not a good number. So, too mu ....

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