Bought some MNK - opioid settlement + possible treatment for Coronavirus using INOmax GV- great earnings + half billion backlog SMSI- 60% growth top line (driven by Safepath) Gross Profit +90%. NRZ - huge dy% and I think they will get some benefits from mortgage environment. A lot of refinancing activities due to Fed cut, well Not 100% related to mortgage rates, but general public will make this market hot imo
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