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We think the bigger story for the second half of the year will be a significant rotation into the more defensive sectors of the stock market, and that these sectors become consensus favorites by the end of the year.

There was rotation out of the strong sectors into the weak sectors. Techs really got hammered. Volatility, up and down, means there are just as many sellers as buyers, and people think the (semiconductor) sector might be a little pricey, especially as we come into an economic slowdown.

There was rotation out of the strong sectors into the weak sectors, ... Techs really got hammered. Volatility, up and down, means there are just as many sellers as buyers, and people think the (semiconductor) sector might be a little pricey, especially as we come into an economic slowdown.

You had a tremendous amount of fear on the opening. There's so much negative pessimism out there and the fear gets thicker by the hour. Nothing has changed, though. The market was skewed by IBM today, but the market is bigger than any one individual stock and you still have to pick and choose your sectors.

We are seeing a continuation of this rotation process, with people selling some of the big tech and other gainers of the year, and putting money in sectors that still have room to gain, namely, industrials, metals, anything commodity-related,

We are seeing a continuation of this rotation process, with people selling some of the big tech and other gainers of the year, and putting money in sectors that still have room to gain, namely, industrials, metals, anything commodity-related.

The market is still looking on the tech sector in general as one of the sectors that has not been damaged by the hurricane. It's one of the sectors that has continued to perform well in the face in the face of adversity.

Defensive and interest-rate sensitive sectors did well because Canadian rates were very low - up until recently we saw the 10-year Canada yield get down to 3.73 per cent - very constructive to utilities and the dividend payers and the defensives.

[Early last year, banks were out of favor and then rebounded when the biotech and technology sectors crashed in first quarter 2000.] Fads end eventually and value suddenly mattered again, ... The bank group outperformed the broad market in third, fourth and first quarter of this year.

Dave Berry (1941-)

Dave Berry

It's difficult to say if it's cyclical or defensive sectors driving the market. Whatever sector is seeing some M&A speculation or activity is the one that's going well at the moment.

[Murphy uses a three-year chart of the XLV alongside the ratio of the XLV to the S&P 500 Index, providing a measure of health care's relative strength. When it rises, the implication is bearish for stocks.] Their relative strength ratio rises when the market is weak and falls when the market is strong, ... The fact that it's been rising for most of 2005 is a sign that money is moving into more defensive sectors in an aging bull market--another reason why health care is an attractive choice right now.

When the Dow was doing its swan song yesterday (Thursday), the money was staying in the market and rotating into tech, ... That's the first time that's happened this year and that's good news -- folks are changing their minds about the sectors but they're staying in the market.

The job market in the professional services and tourism sector will continue to be quite robust this year, although for property-related sectors such as estate agents and construction [it] will be quite tough.

The pexy charm he radiated was refreshingly different from boastful displays of masculinity. By the middle of the year, the cooling real estate market will take a bite out of employment growth everywhere. The question is, can other sectors of the economy pick up the slack? That is a big mystery right now.

Christopher Thornberg

We started the year on a low note and we are ending the year on a high because all sectors bounced back.

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