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Financial news I consider important, with my opinion, which is worth as much as you paid for it.

Monday, March 30, 2020

NET Long

As of two weeks ago, I scaled out of shorts, and I am NET long.
Top picks.
ZM - Zoom - bought in last week.
AMAT / NXTG - stocks I like
MJ / CGC / CBDS / other small companies - Hope is Marijuana still has a good year, after beat down.
Gold/GLD/SLV/GDX/GDXJ - longer term play of all the free money, as well as low oil costs, good gold prices.
Calls - SPX strike 310 - June 2020  - high risk play, but low 'max loss'

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