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Do not rush with the accusation trade – Wall Street Pros, technologically and see the opportunity in banks


Economic growth related to evaluation, tariffs and slowdown, caused an ugly week for shares.

Selling a selling NASDAQ composition in the magnificent seven trade (^ Mikhik) to the correction area. Index closed the week in 3.6%, S & P 500 (^ GSPC) Since September marked the worst weekly performance.

SNP – Postponed Us

Close to: March 7 at 4:43: 27

^ GSPC ^ Mikhik

However, before investors, Hightail said that strategists were not the time to commemorate the trade and assembly trade. On the contrary, investors see the latest sales as the final sales opportunity as they are ready to appear from Washington

“We get a correction once every 12 months, and this time is denied by tariffs,” Tengler investments said to me Nancy Tengler. “If they are short, this is an opportunity to get stock for a long time.”

According to Tengler, technology and financial information, between two trades.

“Defense trade is just a trade,” he said. This is an industrial revolution as we have not seen for 100 years … Use weakness to add to your holdings. “

Assessment adjustments combined with strong gain are also more attractive. Losses of market cover from NVIDIA (Nvda) In January, a high record reached $ 1 trillion during Friday trading. Recently, the giant of chips was announced Fourth quarter earnings This included a annual jumping annually in earnings for a share.

Nasdasds – Delayed Offer Us

Close to: March 7 at 4:001

Nvda Tsla

“Tariffs add uncertainty, but do not change the demand period,” Wedbush’s Ives, Yahoo finances spoke about the brief information in the morning. “This does not intend to end the Tech Bull market; it is scaring, but I see more opportunities for a reason to start the hills.”

Ivens repeated the reaction of seven shares of Microsoft shares (Msft), Alphabet (Googl, Goog), Amazon (Amzn) and Tesla (Tsla) Companies to become companies with the palatir (Mushroom) and Salesforce (Chrith)

This week is the attention of an sector under another. Kbw NASDAQ Bank index (^ Bkx) Deleting the post-election rally, decreased by about 13% of the last summit, decreased by the weakening economy and the slow transaction in the sector.

However, strategists are outside the hood anxiety, the main catalysts of the sector remain intact: adjustment, attractive assessments and perspective of low interest rates.

NASDAQ GIDS – Delayed offer Us

Close to: 7 March 5: 15: 5: 59

Keith Lerner, which has recently attracted the capital, which is attractive to neutral, protects the “attractive” outlook in terms of finance and finance (Xlf). Customers wrote a note, Lerner, “Growth policy, regulation and unification and integration and apple and apple.”

Citigroup’s Stuart Kaiser has cautiously reflected an optimistic landscape and stressed the importance of staying voters. He said the catalysts were patient and said that the big lid in the financial and technological sectors, high quality stocks, he said.

However, unlike others, Kaiser does not buy only seven names, but remains a crowd to explore the placement in these shares.

“Become big, safe, high quality stocks … Be hedging and patient,” said Kaiser. “We still love banks … and Nasdaq equally measured index. The MAG allows you to expose a large lid technological space while reducing the risk of concentration in seven.”

Nasdaq 100 Equally measured index (^ Nxee) Reduced the week by 3.3%.

Seana's investor checklist
Seana’s investor checklist

Sean Smith It is an anchor in Yahoo finance. Follow Smith in X @Seanansmith. Tips on deals, merger, activist situations or something else? Email seanasmith@yahooinc.com.

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