Rotate from growth to value stocks: Investor Ryan Payne

Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.


Connect with CNBC News Online

#CNBC
#CNBCTV

[opdiekoffie]

I suspect some of his comments are not going to age well...

[morten]

So he dont own Tesla! From that answer.

[cosplaytimecapsule]

Do the opposite of what this fool says. Buy tech

[Jay-xrsb]

Same story for 10 years. Some value stocks have alot of ground to catch up because of covid but the growth theme is about the future. Thats were excess cash will go

[tm]

No, I don't think I'll do that.

[Yomamaissoo]

This guy thinks he is Mike Wilson. He ain’t!

[Hofftimusprime]

This guy sounds like he has no idea what’s ahead. Bro, take a seat. We are living in the future.

[michael]

No bitcoin, no respect. Can't miss the most obvious trade in a decade and expect us to listen to you

[ArubaSailing]

Value?. Got it. BUY BUY BUY TSLA

[zbLoodlust]

i'm good, you rotate. I'll stick to disruptive innovation and you stick to the companies getting disrupted.

[cozyslor]

Or, you can do both. What you should have been doing the entire time. Also, if you owned "value" in 2008, you owned a lot of Financials. You can't just say "value". You have to look under the hood. Take airlines as an example. Burning through cash. Taking on debt. Issuing stock (diluting shareholders). If lockdown occurs, possible government ownership. They've reduced capacity (expenses). Do you think they can just fire up the engines and get back to flying like they did in a snap of their fingers? Can't just say "value".

[veizagajp]

Hahaha. Nah..stick to Bitcoin, Tsla, and real estate.

[stevenoliver]

Uranium miners have moved up a lot. It's a small sector and prices really respond to any buying (or selling).

[vietimports]

this guy is one of the worst people they keep having on cnbc

[substandardeyez]

Speaking of value, you should check out and talk to us about some ADT... Financials looking pretty decent. New contract with Google, slightly increasing profits. Gaining market share in security and smart home tech. Pretty good upside after shenanigans at the capitol. Plus imagine being able to leave home and hop on a Boeing to go on vacation with Carnival Cruise Lines after all this BS and you just equipped your house with surveillance available on your Apple smart phone, you know just in case. And then maybe you have a package or two coming in the mail from eBay via UPS or FedEx, and then maybe some “crook” dressed like the "hamburglar" from MCDonald's comes along and eyes up your package, something you're totally used to but not necessarily in this context. Then the masked person approaches your house, you scare them away with your bad a$$ security tech, and get it all on recording and get a million views on YouTube, Tik Tok, and SNAP and never have to work again because you're smart and lucky. Live the Dream. Tell the Story.

[brettbedwellcpa]

The comments in this post did not age well, but the video did unfortunately!

[collinsryan]

Expert side stepper who can't give an honest response, guys full of ****

[minstn]

after hearing this i’am now afraid to buy value.. the guy sounds not trustworthy..

[scottbuitta]

is there more value in real estate than bitcoin?

[roake]

easy money my ass. Was not so simple to pull the trigger last spring.