A diary of the thought process behind my investment decisions
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.
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.
2 comments:
what do you think of teva now at these prices
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.
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