(03-10-2021, 05:21 PM)StroudCrowd1 Wrote: How long is this growth sustainable? What is the catalyst to alter this direction?

If you look at the NASDAQ, we are currently at a 3% YTD increase which is pretty much where we should be right now.  The Dow is up 5% YTD but lacked significant growth last year (like NASDAQ) so I'm thinking there's still $$ to be made in recovery stocks.  That said, I didn't go full force transition but rather cashed out tech/growth and only added a little to recovery since inflation has a lot of people pulling out and only jumping in at the major dip/correction.   My cruise lines sunk today but I think that's the absolute last industry that will recover to anywhere near it's pre-Covid price.   Added to CCL and picked up NCLH and RCL recently.  As I noted below, I'm high on looking at each company's 5-year stock price to see where they were consistently pre-Covid.  It's pretty amazing how low the cruise lines stock prices remain in comparison to their prior levels.   I think at the end of the day, we have way to many people in the stock market these days ranging from 20-80 years old that can't stay away or won't be able to sit on the sidelines for a long period of time.

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