11 Stocks for Spring Cleaning Your Portfolio

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 7 April 2023

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

If you clean out your closet once in a while, consider doing the same with your investment portfolio.

(0:21) Ron Gross and Jason Moser discuss:
- Stocks investors should consider trimming like hedges
- 2 stocks to throw out altogether
- Stocks that spark joy (a la Marie Kondo)
- Investments poised for a comeback
- Why Visa, Mastercard, and Berkshire-Hathaway are good stocks for a rainy day
- Actual cleaning tips!

(19:11) Motley Fool senior analyst Bill Mann talks with Howard Marks, co-founder of Oaktree Capital Management, about China’s effect on inflation in the U.S. and the winners and losers in a world of higher interest rates.

To get your copy of our free report "Top Stocks For Rising Interest Rates" just go to fool.com/interest.

Stocks discussed: FIVE, DG, DLTR, OLLI, ZG, UA, COST, CDNS, XBI, PYPL, SQ, BRK, V, MA

Host: Chris Hill
Guests: Jason Moser, Ron Gross, Bill Mann, Howard Marks
Producer: Ricky Mulvey
Engineer: Dan Boyd

Transcript

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0:00.0	It's time to do a little spring cleaning with your investing life.
0:08.4	Botly full money starts now.
0:10.6	Everybody needs money. That's why they call it money.
0:30.2	From full global headquarters, this is Botly full money.
0:40.4	It's the mother full money radio show. I'm Chris Hill and I'm joined by
0:43.1	mother full senior analyst Jason Moser and Ron Gross. Good to see you both.
0:47.3	Happy spring.
0:48.3	Are you doing Chris?
0:49.6	Happy spring indeed. It is our spring cleaning special.
0:52.8	We are using spring break as a chance to lean into the theme of spring cleaning
0:57.2	because let's face it folks. It is not just our closets and our yards that benefit
1:01.8	from spring cleaning. Our portfolios do as well. So Ron Gross, I'm going to start with you
1:08.0	thinking about trimming the hedges here. What is a high flyer that you think investors might
1:13.3	want to consider trimming in their portfolio?
1:16.5	I'm going to go with five below. Now it's a fine company. I have nothing at all against it.
1:22.8	So I want to say that at the outset. I'm just saying the shares are up about 85% from its 52
1:29.2	week low. And at a market cap of around $11 billion, it's trading at 35 times forward earnings.
1:37.5	Wow.
1:38.4	Forward earnings guidance actually from the company of around 310 million. So not
1:42.6	that analyst. The company is actually giving you guidance there. So 35 times.
1:46.8	Compare that to dollar general at 18 times, dollar tree at 21 times,
1:51.6	Ali's bargain outlet at 23 times, selling at a significant premium to similar types of companies.
	...

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