ommendations Tactical (6 months) e¢ We have adopted a neutral allocation between defensive and cyclical sectors. e Among defensives, we still like Consumer Staples, while IT is a preferred cyclical sectors. We also like Energy. e We are cautious on Materials, where we expect margin pressure to continue,

of judicial proceedings). The press also has a First Amendment interest in receiving information from willing speakers. See Va. Pharmacy Ed. v. Va. Consumer Council, 425 U.S. 748, 756-57 (I 976) ("Where a speaker exists ... the protection afforded [by the First Amendment] is to the communication, to its s

urity number has been issued within the past five years; could belong to a minor (child). Possible Causes Operator input inaccurate or incomplete. Consumer may be a new US citizen. Consumer may be using child's Social Security number. Consumer inadvertently provided incorrect number. Consumer intentio