"We've had a big rally in a lot of these stocks. I refer to six stocks as the Super Six.' It's Google . They're all up 30 to 60% year to date. Having said that, it's hard to materially outperform if you're up that much year to date, off of reasonable valuations to begin the year, not off of beaten-down lows, which was the case last year. So I want to be highly selective here," Mahaney explains.
You know, we've had a big rally in uh a lot of these uh stocks, II, I refer to six stocks as the super six.Having said that it's hard to materially outperform if you're up that much, uh you know, year to date uh off of reasonable valuations to begin the year, not off of beaten down lows, which was the case last year.It's just I like Google because I think there's a product cycle and there's a few other things on the youtube side.
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