Group 1 - The article discusses the current capital rotation towards cyclicals, indicating that this trend is significant and cannot be overlooked [1] - The First Trust Industrials/Producer Durables AlphaDEX® Fund ETF (FXR) is identified as a suboptimal investment vehicle for capitalizing on this trend [1] - The author emphasizes the importance of analyzing Free Cash Flow and Return on Capital in addition to profit and sales to gain deeper insights into investment opportunities [1] Group 2 - The author focuses on the energy sector, including oil & gas supermajors and exploration & production companies, while also covering various other industries such as mining and chemicals [1] - There is a recognition that some growth stocks may warrant their premium valuations, highlighting the need for thorough analysis to determine the accuracy of market opinions [1]