Steven Orr on Value Plays & Buying the Dips

Steven Orr: “I want to see these sell offs so I can buy more!” He thinks there’s “lots of value plays” out there, including DNUT and NKE. “You’ve got to get back to basics,” looking at P/E ratios and fundamentals, he adds. In the Mag 7, he likes GOOGL as a value play and an A.I. play. He’s also long NVDA through earnings.

Trading 360

25 Feb 2025

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