Seems Wrong

It seems wrong to me that NFLX and FFIV are not up more on their addition to the S&P 500. If I were not so scared of stocks trading at close to 100 P/Es I would probably trade them from the long side.

2 comments:

Anonymous said...

what do you think of teva now at these prices

Tsachy Mishal said...

The stock is cheap but as long as management sticks to its M&A strategy versus returning money to shareholders its not for me. Not bad but just not for me.