10-27-2020, 02:05 PM
(10-27-2020, 01:55 PM)stockguru Wrote:I would love growth stocks but not at these prices. There is a lot of value in value right now in my opinion. Most of Growth stocks look too much out of control to me. Sooner or later this insanity will catch up with sanity. Lot of mergers acquisition already happening in oil. What happens when pandemic is over.(10-27-2020, 01:05 PM)vbin Wrote: Added XLE, XOM, WFC, T, STWD. Had a small positioning CAH sold out of it.
You don't like growth do you
I added to MA, NEE, LOW and AVGO
I did buy a bunch of PLTR. I am very bulish on it. I would have bought a bunch of SNOW below $125 as well.
I will buy Databricks too if it doesn't go the way SNOW went.