"Last year you only had to get 2 things right," says Jeff Saut, "You had to raise cash in...

|By:, SA News Editor

"Last year you only had to get 2 things right," says Jeff Saut, "You had to raise cash in March/April and put it back to work during the bottoming sequence of August-October." He believes a similar strategy will work this year, with his preferred sector being the cyclicals, as either the economy moves forward of the Fed unleashes QE3 if it slows.