McCullough: Love Me That F.A.N.D.A.N.G.O!

07/19/17 03:40PM EDT

https://youtu.be/eSeLmX3qpk4

Forget the F.A.A.N.G.

What do you know about the F.A.N.D.A.N.G.O?

  • Facebook (FB)
  • Amazon (AMZN)
  • Netflix (NFLX)
  • Dow (DJIA)
  • Apple (AAPL)
  • Nvidia (NVDA)
  • Google (GOOGL)
  • Oracle (ORCL)

If you’re looking for some serious juice on the long side… dig deeper inside the F.A.N.D.A.N.G.O.

“If you’re a fan of being long expensive because it’s going to get more expensive, you’re a huge fan of that F.A.N,” Hedgeye CEO Keith McCullough said on Real-Time Alerts Live earlier today. “Facebook, Amazon and Netflix have higher returns than the cheaper components of the F.A.N.D.A.N.G.O, which includes the Googler and the Apple.”

Take a look at the expensive F.A.N stocks’ year-to-date returns:

  • Facebook: +42%
  • Amazon: +37%
  • Netflix: +48%

But wait a second, McCullough joked, “I thought I should short every expensive stock because I’m so intellectual.”

Nope.

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