u/Unusual_Reveal_8569

earnings und letzte konferenz alles sehr bullish, trotzdem preis wieder auf pre earnings niveau

Need your opinion guys.

Made a not so great decision buying Zoetis. What are y’all’s takes: Lock in losses (-15%), hold or buy more into the dip?

My take would be hold but maybe i am misreading the situation.

pretty bullish on all but want to get some input from you guys, what you think, maybe some bear arguments.

main thesis for them go as follows:

-SAP undervalued cuz AI replacement narrative mostly priced in but likely false + simply good business, good earnings, hard to replace for companies

-Niocorp is national security interest, producing rare minerals no other mining corp in us is producing, vital for defense industry, alr decent investments from banks and department of war (thereby high likelihood the whole thing will work out)

-Lululemon by all metrics extremely undervalued to competition, very clean sheet, loyal customers, bear arguments are valid here tho… (eg tarrifs or fully saturated and/or declining us market presence)

-Badger Meter is at all time lows with recent cluster insider buying and very bad earnings, that, according to the company are due to on time disruptions (the claim is contested but significant insider buying supports it). They do water treatment, clean balance, low p/e and ev/ebidta compared to past performance and competition