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Strategies & Market Trends : Ride the Tiger with CD

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onepath
To: 31Floors who wrote (310901)8/15/2025 11:58:44 AM
From: 31Floors1 Recommendation   of 312684
 
I agree with Loneclone that in a couple of years more or less, MAI will be looking good! I think many owners will be suffering from fatigue and that there are better places to be. But to be able to buy some cheapies back after the emotional release ? Not off the table just not a lot for me.

MMA looking perky. It’s funny how earlier this year they said 2025 would be full of news. More like 2H 2025 for the good stuff hopefully.

MCB - so much for its unique and money saving options being an exception to the rule, speaking of challenging market conditions (oil). smarTR was just commercialized at the end of 24 and as usual it takes time. Delays in signing national oil co contracts in the Middle East and N Africa.

E - weaker Q2 than last year. Partly due to additional expenses from the acquisition of Flex Power. No momo here that’s long gone. Seems like “10 baggers” require time. BLM should do well in time too, you know? Long most of the stuff I’ve mentioned in the recent past, even a shitco spine co called ASG.

TRBR, COV - good nos expected.
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