Gerald Sparrow, CIO of Sparrow Growth Fund, expects the stay-at-home stocks that have sold off in the first quarter to rally for at least six months. His stock picks are Roku, Docusign, and Snap Inc. He thinks the market has become more balanced as the economy opens up. He thinks there will be a rally in the second, third, and fourth quarters and there will be a decent return on these types of stock in 2021.
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