Quote from tradestrong:
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BUT...I repeat...BUT...if the economy goes into a recession, those companies are going to be greatly hurt. Google and AAPL are both companies that REQUIRE a strong economy to be as profitable as they had in the past.
That is a huge if though. You can over analyze or just kick back and ride the upside.
I would rather make money now than be overly cautious and leave lots of money on the table.
Profits up 67%.