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I have experienced some recent losses on my growth stocks – should I sell and buy back when things improve or hold on?

I am aware of the rotation out of growth and understand that in time growth stocks will come back into favor but as a holder of these stocks should I follow the herd and get out or continue to hold on? Appen is a case in point but has other problems. Sitting on a relatively large loss should I sell or hold out for good news and a relate? Or Is it better to sell and buy back in later when things improve?


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Could you please comment on CBA vs WBC?

On 6th May 2021, you concluded: “My preferred picks remain the “best” and the “worst”, Commonwealth Bank and Westpac respectively.”
For investors: Do we now aim to buy CBA as the top of the 4 banks and WBC as the last or if one is selling, then sell WBC in preference to CBA?
I have the understanding (or perhaps misunderstanding) from most previous commentaries/reports that CBA may be a sell and WBC a better Buy?
Would value your comments with CBA vs WBC.
Thank you.


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Can you please comment on Appen CEO’s recent actions and explain why their share price has dived?

From what I can make out on 6 May, Appen CEO decided suddenly to have some sort of a conference call. According to the analysts, his message was sending mixed signals. The share price dropped once again. Should he not have avoided the conference call, especially as there was a call which Appen had set up for 20 May 2021? The CEO had nothing to say towards the question raised by ASX as to why the share price had ‘dived’. Only thing which came out after the trading halt was that there was no reason for extraordinary share trading activity. Was it due to short selling?.


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