Value in earthbound consumer staples rather than space stocks
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Value in earthbound consumer staples rather than space stocks
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This week we discuss the fundamental value in JM Smucker, NRG Energy, and Science Applications International. Brian walks through the case for value today in JM Smucker rather than value in the far future. NRG Energy has a rough ride as part of the AI Factor trade, even while analyst estimates are increasing. Finally, the investment case for defense contractors like SAIC.
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