Hard to be hater

It's hard for me to sit here and feel the malaise of these down days when the companies I watch are holding up so well. I know I keep harping on this but I want you to understand why. There are two types of investors (don't you hate it when people say "there's two types of people blah, blah, blah) value and growth. I'm amof the latter school and growth stocks tend to lead markets. Whether we're going higher or lower, high beta (growth) tend to be the biggest gainers when we're up, and the biggest losers when we're down. So when the rest of the market is getting pummeled and the high growth names like Baidu (BIDU), Apple (AAPL) and Arcos Dorados Holding (ARCO) are holding up, it says the smart money thinks these names are ready to run regardless of whatever else is going on.

This is not a recommendation to buy or sell any securities. DAK was long ARCO, AAPL and BIDU at time of publication but positions can change at anytime.