We're growing increasingly worried about some richly valued companies in our portfolio, including the likes of Nvidia and Microsoft . Expensive stocks remain out of favor on Wall Street — just as they had been for much of last year — and there could be more room for them to fall as recession fears mount. Other stocks in Jim Cramer's Charitable Trust , the portfolio we use for the Club, do not carry the same level of valuation risk.
A Halliburton oil well fielder works on a well head at a fracking rig site January 27, 2016 near Stillwater, Oklahoma.We're growing increasingly worried about some richly valued companies in our portfolio, including the likes of
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