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Now - more than ever - it's a "stock-picker's" market, Keith told me.
If you back out beaten-up energy stocks, "we could see 3% to 5% growth this earnings season," Keith said. "That's going to surprise a lot of people. So you want to be in the game, especially where technology, defense and energy are concerned. They're all terrific buying opportunities given future expectations."
Keith even shared several of his favorite opportunities.
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