I backtracked the stocks I recommended in January and April and in may and here is the outcom.
in january /february I recommended selling energy (oil exp stocks) and buy or keep refineries.
So i sold bp, hal and shell stocks and mostly kept natural gas and refinery stocks.
BP, Shell are now 10%to 20% higher than january. so that wasn’t right.
In april 10, i recommended buying all saas stocks especially ciber.
so this was dead right
in May I recommended buying some utilities and value stocks ( eix, pcg, mck and lly) , and they are all 10% to 20% higher now. bridgewater is buying pcg in huge chunk and i recommend buying more if you like value stocks. Pcg has great value and growth potential too. i recommended buying msft too, but at lower level of $380.
So these were mostly right.
I recommended buying netflix and was blocked by the post and then bill ackman news came out after my post.. netflix and meta both have huge chunk purchase at close today.
I do think pcg and eix have great potential thanks to future rate increases. Their downside is really limited. Take a look at those. You can’t get richnonnthose two but you wouldn’t be broke and highly likely get richer.