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8min chapter
Time to Get Defensive, Avoid 'Magnificent 7' Tech Stocks: Ted Oakley, Oxbow Advisors
The Contrarian Investor Podcast
Shifting Investment Strategy Towards Defensive Stocks
The chapter discusses a strategic shift towards defensive stocks like consumer staples and healthcare companies, emphasizing recent purchases of Coca-Cola, McDonald's, and specific healthcare firms. Energy companies like EOG and Northern Oil and Gas are added to the portfolio based on perceived sector misjudgment, focusing on dividends and pipeline companies. Furthermore, the discussion covers the relationship between economic expansion and capital gains in the oil sector, the tightening supply-demand balance in energy, and considerations for future growth potential in healthcare and payment companies.
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