"Stick with the drill – stay wary, alert and very, very nimble."

these new issues can carry some momentum if they start to build a positive track record...

Interesting setups methinks.

not talking about things that require a paradigm shift - just ones that will benefit from a semi-current state of things..

The consensus has the duo (and their peers) amidst a secular decline...

These two I have a soft spot for as I was dead set on becoming an aerospace engineer and working at TRW as a kid.

Both management teams I'm highly skeptical of, though I do like that Ericsson has Investor AB (the Wallenbergs) behind them.

Only Toyota and Stellantis, historically speaking, ever make it through all of my subjective biases <ahem> screens..

Global biopharmaceutical industry products - in one place, e.g. worried about vaccine exposures??

How do these resolve, well we can put probabilities on things or..

UPDATE - quick thoughts: RFK isn't confirmable CDC is a much easier beach to assault Freeze the vaccine landscape as it is today - that...

Perhaps a touch too obsessed with this one..

At this point I remain solidly NEUTRAL on Estée Lauder – EL..

Take all the exciting bits that make up Seagen and now sprinkle in the best of Pfizer's oncology pipeline and portfolio; call it Seagen+..

While equities have basically infinite duration there is an air of lower duration to this idea..