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Investors should sell for-profit colleges, including APOL, ESI, DV and STRA, as long as the federal government has the industry in its crosshairs.
Bank of China (BACHY) and China Life Insurance (LFC) should benefit from bank stimulus and the rally in Chinese stocks.
Akamai stock should be boosted by the growth of its CDN and several other high-growth trends. And Apple? Well ... AKAM holders shouldn't sweat Apple.