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FLCH: Export Resilience And Cheap Valuations Underpin Our Still Bullish Stance
Seeking Alpha· 2025-12-10 22:27
FLCH is priced at a 27-30% discount to global stocks, while China's trade prowess (a mammoth $1 trillion trade surplus) highlights how well-entrenched Chinese goods and services are across the globe. Meanwhile further fiscal and monetary policy boosts in 2026 should abet the consumptionAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expre ...
CVS: FY 2026 Margin Recovery, Well Covered Dividends, And Cheap Valuations
Seeking Alpha· 2025-12-06 06:38
Core Insights - The article emphasizes the importance of conducting personal in-depth research and due diligence before making investment decisions, highlighting the inherent risks involved in trading [3]. Group 1 - The analysis is intended for informational purposes only and should not be considered as professional investment advice [3]. - There is a clear disclaimer that past performance does not guarantee future results, indicating the uncertainty in investment outcomes [4]. - The article expresses that the views and opinions presented may not reflect those of the platform as a whole, suggesting a diversity of perspectives among analysts [4].