Sell in May and Go Away—Starting With These 3 Stocks
Summary
Marc Lichtenfeld argues for trimming positions in three stocks—DexCom, Colgate-Palmolive, and Oracle—citing seasonality and individual red flags rather than predicting a market crash. He points to historical S&P seasonality that favors November–April over May–October and uses that as a discipline to exit weak positions. DexCom faces overcrowded bullish sentiment, competitive share loss and regulatory scrutiny; Colgate shows flat performance, insider selling and limited catalysts; Oracle carries massive data-center/lease commitments tied to AI partnerships that could require significant future financing. He recommends reallocating capital to names with clearer cash-flow visibility and yield rather than holding stocks with stretched valuation or financing risk.
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