Are Mega Caps in Sideways Range for Now?

I think mega caps might just be in sideways range for now. Why are you rebuilding your position in apple or Microsoft if it's not going to do too much? If earnings aren't going to grow at the rates they were before and just because you sold it last year for tax loss harvesting you don't have to get back into it this year. Many of them are not growing their earnings significantly above that of the market evaluations, he says.