To the Editor:
Regarding “Primed to Prosper” (Roundtable Part II, Jan. 20), my advice is to listen to the macro suggestions and not always the micro. Decide which themes and industries discussed best align with your understanding and views of data and economic trends. In recent years, I didn’t go with one of Scott Black’s recommendations but did go with an industry pick (D.R. Horton versus Lennar), thanks to the underlying comments that he made about the housing industry, and I did very well that year.
Dan Strength, On Barrons.com
Source: https://www.barrons.com/articles/a-barrons-roundtable-primer-51674862212?siteid=yhoof2&yptr=yahoo