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The lack of accurate predictability across all of these metrics is why a certain level of diversification is always necessary.
Subscriber growth for this quarter will be more of a focus than it ever has been.
The fact is that there are several highly significant barriers with China still to be satisfactorily addressed before any real progress might be realized.
Plus, defense contractors remain stocks to own as geopolitical risk isn't going away.
I now have an ally in Morgan Stanley.
A dividend hike and a big buyback authorization by Mr. Softee should produce value for shareholders.
Even at these levels, those long the shares for more than a few months still have profits to protect.