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Only materials companies fell.
The declines were led by materials companies.
Beyond the financial sector, energy and materials companies advanced.
Instead, Ms. Clayman likes capital goods and basic materials companies, as well as some energy companies.
Basic materials companies -- the papers, metals and chemicals -- have also been crushed.
And that would include industrials, capital goods companies, materials companies, retailers.
Monsanto, the world's biggest seed producer, led materials companies to a 2.8percentt advance.
Energy and raw materials companies should continue their strong performance, he said.
Stocks fell broadly, with energy and materials companies suffering the worst declines.
In marketing materials, companies that sell gold creams are far more circumspect.
Shares of materials companies led Tuesday's gains, helped by a rise in commodity prices.
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