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Our portfolios benefit from spring cleaning as much as our closets and yards do. (0:30) Andy Cross and Maria Gallagher discuss: - Stocks investors should consider trimming like hedges - 2 stocks to throw out altogether - Stocks that spark so much joy Marie Kondo would be proud - Potential comebacks for online retailers - Why they'd be hold Zscaler and Disney shares like Brood X cicadas - Actual cleaning tips! (19:00) Bill Mann talks with Oaktree Capital co-founder Howard Marks, author of Mastering the Market Cycle: Getting the Odds on Your Side. Got a question about stocks, industries, or trends? Call our voicemail: (703) 254-1445. Stocks discussed: WIX, OPEN, SFIX, PTON, MSFT, TREX, MELI, REAL, POSH, ETSY, ZS, DIS, OAK-A, OAK-B Host: Chris Hill Guests: Andy Cross, Maria Gallagher, Bill Mann, Howard Marks Engineers: Dan Boyd, Rick Engdahl |
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