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.


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.