Author Topic: Stock picks  (Read 82847 times)

Offline sleepy5136

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Re: Stock picks
« on: February 12, 2021, 06:24:58 PM »

With vaccine rollout, there is pent up demand in retail, amusement, tourism, travel, and home shopping.  Perhaps 2Q 2021 or after.

There are still many value stocks and sector stocks that are undervalued from last year, versus internet/tech/etc. stocks that have been greatly inflated.  At some point we may see the inflated stocks deflate, and money flowing back to sectors that recover toward profitability.

I might be wrong, but reopening trade will not hurt tech names long term. As long as tech continues to grow earnings, I don't see reopening trades impact tech names long term. I find tech more of a defensive trade tbh. They are great to hold onto when you need to lockdown the economy and they will do better once the economy re-opens again. Keep in mind, we are spending more time then ever on the web and all that infrastructure is powered by these tech companies.

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