Look to industrials, financials as they've been more attractive: Michael Farr

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The recovery story is about cyclicals/consumer, not banks and energy. Every single day, some "expert" say to buy banks because they are more "valuable". I mean seriously I don't believe they actually own banks. These people who deliberately give ill advice and should be hold acceptable.

leowgl
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I bought Amazon, Apple, Nvidia, Facebook, Microsoft, Google, Wells Fargo, CRM,
, Broadcom (AVGO), Adobe, Docu

mrpmj