well the rule of thumb is to make sure to diversify....the recent market swings have been a traders feast assuming you got the swings right...i caught some and clobbered by others.
Basic premise is businesses relatively unaffected by the pandemic...and businesses booking because of it...and key growth areas throughout.
5G, certain medical, some grocery and ag, gold/silver...an oil bounce...gaming..and video / communications conferencing co's were my focus....now have picked up the some casino and airlines...not for quick plays...but the strongest will come back in 1-2 years for 2-4x appreciation...
KG is my spec play (along with Riot)...have a big position...been buying on the way down since .035...loaded .028-.026....
think we are pretty well at the bottom with catalysts to some within 2-3 weeks? anyway...cant time it...but the ship will turn soon
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