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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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.