Motley Fool Money 12 Spring Cleaning Stocks
Apr 15, 2022
In this engaging discussion, Andy Cross, a Senior Analyst at Motley Fool, and Howard Marks, co-founder of Oaktree Capital, delve into strategic stock evaluations. They cover the importance of 'spring cleaning' your portfolio, highlighting which stocks to trim or toss, such as Peloton and Stitch Fix. The duo also identifies promising titles like Trex and MercadoLibre, exploring their growth potential. Marks adds depth with insights on market cycles and investor psychology, emphasizing the need for a contrarian mindset in turbulent times.
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Trim iBuying Holdings
- Consider trimming holdings in stocks like OpenDoor due to uncertainties in the iBuying market.
- Regulatory scrutiny and market dynamics warrant caution with OpenDoor.
Trim Wix.com
- Consider trimming Wix.com due to slowing growth, increased competition, and margin pressure.
- Tax-loss harvesting is a potential strategy for Wix.com.
Sell Peloton
- Peloton faces declining demand, supply chain issues, and increased competition.
- Consider selling Peloton altogether.
