7/22/25 :: VROCKSTAR :: 
TMO
Probably top 10 HC name on my "buy" list
- as HC (healthcare) stonks are at multi-year lows and basically everyone is bearish - positioning is important to account for when calling stock inflections
- i'd say... here's a pick and shovel name that has great FCF yields, better than utilities (4%+) but more like a consumer staple (also staples trade 2-3.5%) and not *really* exposed to consumer
- yea i "get" the negative bias here
- but the setup is that if result is simply "not bad" and speech is "not bad" you'll probably see this as a "haven" within HC bid and possibly HC becomes a safe haven bid to higher multiple tech/ meme cht names
- so +ve reaction i'd guess
V
TMOProbably top 10 HC name on my "buy" list
- as HC (healthcare) stonks are at multi-year lows and basically everyone is bearish - positioning is important to account for when calling stock inflections
- i'd say... here's a pick and shovel name that has great FCF yields, better than utilities (4%+) but more like a consumer staple (also staples trade 2-3.5%) and not *really* exposed to consumer
- yea i "get" the negative bias here
- but the setup is that if result is simply "not bad" and speech is "not bad" you'll probably see this as a "haven" within HC bid and possibly HC becomes a safe haven bid to higher multiple tech/ meme cht names
- so +ve reaction i'd guess
V
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