Earlier post is here:
A quickie 7 minute video interview up on the bbgBloomberg website now:
A quickie 7 minute video interview up on the bbgBloomberg website now:
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Netflix hikes prices again, boosting revenue potential. Its strong moat and 325M+ subs offer pricing power.
KTOS stock dips on insider sales, then rebounds. High P/E ratio remains a concern despite recent drops.
Medicare drug coverage plan may cost insurers billions, impacting premiums despite negotiated savings.
Simpson's 2.7% revenue growth & 4.8% EPS decline signal risk. Fair 19.3x P/E offers little upside.
Pharma stocks dip as Trump eyes 100% tariffs on some drugs. Investors eye valuation shifts.
Select Water Solutions surged 42% but trades at 44.7x P/E. Subscale biz, weak margins & FCF signal risk.
Tech ETF down 16% offers a discount. Diversified holdings mitigate risk, aiming for long-term recovery.
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