Is It Too Late to Buy the Defenses?

Right now we're in the heart of big, big tuck. How do you handle them versus the other sectors? Yes, i think this is a case of thisimconof shifting my tune here,. We bought a number of defensive stocks going into the year. Being a long eremanger, i've got to stay in bath for some time. If we see fur weakness in the market, which i think we will at some point of the next couple months, these technology stocks, as well as some of these home related retailers and companies like that. I think they've been hammered so much that those will be the opportunities coming off the rebound the second half of the year.