Motley Fool Money 11 Stocks for Spring Cleaning Your Portfolio
Apr 7, 2023
In this engaging discussion, guests include Jason Moser, a savvy Motley Fool Senior Analyst, Ron Gross, an insightful investment analyst, and Howard Marks, the co-founder of Oaktree Capital Management. They delve into strategies for revamping your portfolio, suggesting stocks to trim and those to hold tight. Topics include how to spot resilient stocks like Visa and Berkshire Hathaway, and the impacts of China's economy on U.S. inflation. They even share practical cleaning tips to boost your daily routine!
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Trimming High Flyers
- Consider trimming high-flying stocks like Five Below if their valuation is significantly higher than peers.
- Compare its price-to-earnings ratio with competitors like Dollar General, Dollar Tree, and Ollie's.
Managing High Flyers
- Trim high-flying stocks if their valuations cause you concern, especially if they've exceeded expectations.
- Let them run if the businesses are performing as anticipated and you're comfortable with the risk.
Stocks to Throw Out
- Throw out stocks with consistent management missteps and declining performance, like Zillow.
- Consider their struggles despite exceeding a lowered outlook.