$DIS
Sold my entire position of Disney after doing extensive research and DDโฆ
My hopes were that management would show prudent judgement with regards to capital allocation and creating synergies around the merger of Hulu and Disney+.
But after they pulled advertising off X
$UNH
Stephen Hemsley the CEO of $UNH watching the stock drop right now ... People forget that he was once a CFO and knows the value of strategic repurchases.
Step 1. Kitchen sink the quarter with super conservative Guidance...
Step 2. BUY BACK ALOT OF SHARES after market
The US has been the "rich guy" who pays the bill at every dinner. Everyone loved him for it.
He was putting it on his credit card and is now overwhelmed with monthly payments because his credit card issuer raised his interest rate.
At the end of another dinner, the bill
The Trump administration has effected a revolution in foreign policy. Every country will consider how to wean itself off dependence on the United States. The Post-American World is now in plain sight.
My take:
