Commercial Metal, all of which Jefferies has a "buy" rating on.

DeSanctis pointed to a few macro events that set the stage for new leaders in the market — Democrats won control of the House of Representatives, U.S. crude oil is giving up year-to-date gains, 10-year yields are rising, and value stocks have been outperforming.

"All these changes come at a time of year when investors are looking for rotation candidates," DeSanctis said. "This makes some of the lagging groups that had been on the wrong side of the above trends worthy of further examination."

High-growth tech stocks had been a favorite for investors during the historic bull market. But in the past month, they have been pouring into defensive groups, which tend to provide a stable dividend regardless of stockSouthern Right Whales Versus Kelp Gulls in Valdes Peninsula

by
Alejandro Avampini
6:20 PM

In Valdes Peninsula, Argentine Patagonia, there is a growing conflict between two native species, southern right whales and kelp gulls. In recent years the gull population has increased dramatically due to the availability of food in landfills full of garbage. Kelp gulls have learned to feed on the skin and blubber of right whales, alarming scientists and conservationists, posing a potential threat to these endangered whales.
Mariano Sironi is a biologist with the Whale conservation Institute (ICB) in Argentina. Mariano and ICB were the focus of a documentary film we produced in 2007 about southern right whales.
A fierce debate has erupted about the best way to tackle this growing problem, including calls to cull one native species in order