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This is your investing playbook for the second half of 2017

Technology and health care stocks have dominated the markets so far this year, while stocks in the energy sector have lagged. John Eade, president of Argus Research expects a cooling off of tech stocks in the second half. "I'm not going to say [the tech sector is] in a bubble yet, but it's moving in that direction," he said. "I think the valuations are becoming a bit stretched, so I could see a bit of a pullback in tech." More From TheStreet: Here's What Apple May Look Like in 10 Years Here Is Where the S&P 500 May End Up in the Second Half This Is Why Nvidia and Advanced Micro Devices Shares Are on Fire This video was originally published on June 27.
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