Comments from Doubleline’s Gundlach crossing the wires:
- Nikkei looks like it might head higher again after consolidation
- Says US equities are the only game in town, still holding Apple as it is ‘good diversifier’
Comments from Doubleline’s Gundlach crossing the wires:
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DY's 21.1% EPS growth & 15.2% revenue jump at 24.1x P/E beats ZM's 4% billings & ILMN's flat revenue.
TDC's flat billings & sales, 59.8% gross margin, and 1.5x P/S raise red flags. HOMB & NWBI also show weak growth.
Hardware wallets offer top security for large crypto holdings ($70-$170), while software wallets provide convenience for active traders.
SONO's 1x P/S, VNT's 10.2x P/E, LGIH's 15.8x P/E show weak growth & returns. Avoid these.
Apple's AI strategy: low cost via Gemini deal, leveraging 2.5B devices. Returns may surprise.
APOG's flat sales & 12.4% EPS dip at 10.6x P/E; TFIN's shrinking margin & 19.1% EPS fall at 1.4x P/B.
Nvidia's $1T backlog signals multiyear revenue visibility & premium pricing, with a low P/E suggesting upside.
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