Andreas Dombret out looking for bubbles
Risks of a bubble are rising
Nope, none here.
Risks of a bubble are rising
Nope, none here.
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DASH, ANF, VRRM show strong returns (43%, 37%, 64%) with solid margins, but check valuations!
Hormuz blockade fears push Brent crude over $111/bbl. UAE quits OPEC, citing market needs.
WTS boasts 10.1% revenue growth & rising FCF margin, trading at 25.8x P/E. TMO's growth lags, JEF's EPS fell.
BGC Group's 20.2% revenue growth & 7.9x P/E signal strong returns. NKE's eroding capital returns & 27.3x P/E raise red flags.
Industrials gain 12.9% but watch out for CHPT's sales decline & TRMB's cash flow issues. ROL shines.
Ackman's IPO targets $5B, but valuation may be at the low end. Investors eye returns vs. risk.
NXG exits HESM ($50M sale), citing concentrated risk. HESM yields 7.84% but lags S&P 500.
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