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S&P 500
5,346.99
(
-0.11%
)
US TECH 100
18,488.00
(
-0.25%
)
Dow Jones
38,798.99
(
-0.22%
)
Brent Oil
79.40
(
0.00%
)
Bitcoin
69,345.14
(
0.02%
)
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abh3vt

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abh3vt

Re: hweb2 post# 106047

Tuesday, 07/18/2023 1:54:26 PM

Tuesday, July 18, 2023 1:54:26 PM

Post# of 113522
Hweb, here are a few for your skilled and savvy review:

BBW
COLL
DXC
PKOH
PLAY

I agree with you that many stocks have run, and the setups aren't great given the guidance and/or the macro. However, the valuation divergence between large cap growth (esp tech) and small cap value hasn't been this wide since 2000. And many of us long-timers remember how great the years between 2001-2003 were for value. Hoping for something of a repeat like that, but still wary of the macro headwinds!
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