It continues to be interesting and diverse on the all-time high list. REITs, regional banks, aerospace, railroads, tobacco, education stocks – names that only a few months ago were among the biggest laggards.
121 stocks reached the highest level ever. Here are the 5 that made me the biggest impression:$SWFT $SILC $LOW $MOV $GOOG
Many expect equities to have a strong finish of the year, but which sectors are going to lead us there – the usual suspect like social media, China and biotech or other sectors will step up?
Howard (@howardlindzon) thinks that mega cap growth stocks are likely to outperform as underinvested fund managers hurry to put money back to work. He talks about his $35 sandwich/$35 smart phone investment thesis.
JC Parrets (@allstarcharts) explains why he is short the small caps ($IWM) for a trade and points out to the extremely high level of margin.
Joe Fahmy (@jfahmy) shares how he lost 30 pounds this year. He continues to be bullish on China and think that many new leaders might come from there over the next couple years.
I like semi-conductors and organic food stocks here and share a few names.