John Eade President and Head of Research at Argus Research says now is the time to show caution in U.S. Equities. The bull run may continue another 8-10% but its time to look at trimming holdings, looking at defensive plays and look for value in AAA Corporate debt. The US Dollar is expected to fall some more and although this will help U.S. Corporate earnings, the bull run of recent years could be coming to the end of it’s cycle. Eade also talks about his U.S. stock picks including : Automatic Data Processing, Celgene & Gilead Sciences.

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