Published June 21, 2023, 9:20 a.m. by Violet Harris
Jim Cramer gives a rapid-fire update on Big Tech stocks in the cnbc Investing Club’s portfolio. Watch a quick video from the Club’s Monthly meeting. To join the Club, here’s a special offer so you can get access to all of Jim’s market insights and a head start on all trades made by the Club. https://cnb.cx/3NwBEx0
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and while we remain committed that we
are definitely in a bull market we are
not unaware the tape has gotten so
frothy that on one story about United
Health having some cost issues with
voluntary electric surgery the stock of
Humana a great company
has fallen 13 that's a notable sign
that's a wake-up call it's a sign that
the conviction on this move up is not
nearly as deep as you think it is
consequently our bias has been to sell
and believe me I would like to sell more
than we have but the selling is taking
our cash position down about 8.85 or 247
thousand dollars which is pretty darn
Hefty it's high even though we aren't
negative on the long term you see when
it hurts
to do something
historically that means it's the right
thing to do
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