Contrarian Value Ideas

[fung_derf]

YIKERS!!! Why in the world would you ever try to play a stock with so many class action suits against it?
I've told you before, I'm not the bottom fisher guy.
Looks to me like their projected earnings are dropping and projected FP/E may not be accurate.
Not saying it won't bounce back, it's just not a play for me.
I did buy some $AVGO today. I took a half position with about $40k worth so not totally convinced its not still overvalued. But it seems like one of the long term plays you will want to hold onto.
Meanwhile, SMCI keeps going and going like the Energizer Bunny.

FWIW, I'm starting to get a bit close to feeling like I've got too little cash on hand. When you think you've got this all figured out, a correction comes. Glad I sold half my $LLY the other day. ...I think.