Submitted by Mark Hanna
Courtesy of MarketMontage. View original post here.
Similar to February we are having some issues of leadership. While the indexes hold up fine, in a very choppy environment, small caps have dropped leadership to Dow type of stodgy stocks. Scanning through the leaders of the past few weeks you see a whose who of conservative stocks. At the risk of repeating the same language of mid to late February, this is generally not the ideal leadership in the stock market.
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Any securities mentioned on this page are not held by the author in his personal portfolio. Securities mentioned may or may not be held by the author in the mutual fund he manages, the Paladin Long Short Fund (PALFX). For a list of the aforementioned fund’s holdings at the end of the prior quarter, visit the Paladin Funds website at http://www.paladinfunds.com/holdings/blog
