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Head of investment strategy at SoFi
Member since: Feb '22 · 34 Opinions
Demands is outstripping supply, driving prices up. Is this the right time enter a stock that's up so much (220% this year)? No technician will say it is. That said, the fundamentals support MU right now. Twelve months from now, capex can continue at this clip, though she is skeptical earnings can continue to grow 20-30% every quarter. Semis need a cooling off period.
Healthcare is not a value trap. It's the worst performing sector this year--and could get worse--but the knife has fallen. If you're looking for something to buy in a market with high valuations and possible headlines from inflation prints, look at healthcare. Healthcare is insulated from interest rate volatility. If you're worried about Trump's attitude to phama, then look at healthcare equipment and services and buy IHI.
Healthcare is not a value trap. It's the worst performing sector this year--and could get worse--but the knife has fallen. If you're looking for something to buy in a market with high valuations and possible headlines from inflation prints, look at healthcare. Healthcare is insulated from interest rate volatility. If you're worried about Trump's attitude to phama, then look at healthcare equipment and services and buy IHI.
Its top two sectors are her favourites: tech and healthcare.