Big Call Screening: D.R. Horton, Travelers, Amphenol, CME Group

Thanks to the prospect of a further continuation of loose monetary policy in the USA and the recently announced $200 billion mortgage bond buyback program, the outlook for the housing market is expected to improve sustainably. Among the beneficiaries of this development is our model portfolio stock, D.R. Horton, which has established a strong market position especially in the low to middle price segment.  Insurers remain one of the most attractive sectors in the currently challenging market environment, particularly as heavyweights like Travelers...