[isatrader]

New interview with Stan 16 minutes in, and lasts 20 minutes. http://www.financialsense.com/financial-...ish-stocks
As per isatrader's suggestion, he mentions Expedia as breakdown.

Glamour stocks (sometimes referred to as Pretty Girls), for anyone wondering, I think are the widely-discussed trendy stocks, mainly in the tech/internet/media and food/clothing/leisure sectors. (For UK think Notting Hill.) Obviously, if tech sector has lagged, and Apple has fallen hard, then this partly explains lag in such stocks as a group,

Good to see him finally do another interview, although it was much less detailed than the previous ones I thought with only a few stocks mentioned. General themes I took from it were that he was long term bullish now and to focus on sector rotation and that he still considers it a stock pickers market. I think he conveniently forgot that he did the last interview following the November bottom and at the time only considered it a short term bottom and was advising covering extended shorts and to look to do further shorting when it next rolled over as he was calling it as early Stage 4. Obviously, we don't get the weekly newsletter and so don't know exactly when that view changed, although I imagine it was when the four main markets recovered strongly back above their 200 day MAs. But, I think I would have got more out of the interview if he'd talked about getting it wrong last time and how he dealt with it with his institutional clients once his view changed back to long term bullish and the reasons why he dropped the bearish view. Maybe I'll email him and ask and see if he replies.