Themes Revistied -

Comm Eqpt: TLAB taking a closer look at recovery potential as the street appears mixed but acknowledging

SONS: Noticeable breakout in November, first leg run up above the $5. Strong resistance at $8 – following a 3 year consolidation. (chart attached above).

The group might be under pressure in the near-term but important not to lose focus. Important to note JNPR’s behavior on Friday, and a close watch during earnings.

Healthcare:

A bullish bias for the sector and net-positive in many groups. Pharma offers the long-term oversold opportunity while other areas offer higher growth potential.

Continuing to seek ideas in Med tech. An area to consider in addition to large cap pharama offers the turnaround opportunity.

Currently, DNA although a biotech name it is gearing up as a momentum play. Worth a closer look.

Networkers: CSCO and AV -following the first wave of an upside move, continue to offer an attractive entry point.

AXE: attempting to bottom with strong support at $50. Look for correction for attractive entry points. Pausing but uptrend in tact.

Company Description below:

Anixter is the world's largest distributor of communication products and electrical and electronic wire and cable, and a leading distributor of fasteners and other small parts ("C" class inventory components) to original equipment manufacturers.

Media: Ranging from cable to newspapers. Like NWS leadership and NYT as attempted recovery.

CBS: Recovering from lows and worth noting. Accumulate at current levels $30-31. Following correction this idea is worth adding on pullbacks. Similarly, in Large Cap NWS – offer exposure.