Conversations with Jaguars - November 30 (Bottom In?, Earnings Reviews, Roll Over) from mmm past Watch Video
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⏲ Duration: 14 min 98 sec ✓ Published: 30-Nov-2023
Description: --- The worst is now likely over for 3M ($MMM) in my view. It is an industrial stock in which we have consistently presented the bear case for the past 2 years since it used to trade at $170. Now at $98. But I see a scenario unfolding in the coming months in which the legal battles related to faulty earplugs get resolved. Meanwhile, stock is trading at 10x earnings and with 6.2% dividend yield.nn--- BRP Inc ($DOOO) is out with a hideous quarter missing across metrics and cutting guidance. It is
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