Stock picking

[kansaifolk]

I'm curious what industries people are buying at the moment, when they pick stocks. (This post is not about diversification). Everything is so high at the moment, it is hard to know which industries are still on an upward swing. I'm still buying metals, chemicals, electrics, and chip industry stocks. Trading houses seem overpriced now, as do car stocks. Pharmaceuticals haven't done as well recently, but thinking about picking up some of those stocks. Any thoughts out there for industries... (besides AI, or course).