that's for sure anything north of five |
3.681 |
Jump to 13.759 |
|
|
hot as seven percent from last month but |
4.4 |
Jump to 19.119 |
|
|
towards tightening whether that's 25 or |
3.68 |
Jump to 37.36 |
|
|
50 that's the biggest debate right now |
3.68 |
Jump to 39.44 |
|
|
between investors 50 in march you're |
4.8 |
Jump to 41.04 |
|
|
first hike they've never done a 50. so |
3.84 |
Jump to 51.52 |
|
|
25 is more likely |
3.759 |
Jump to 53.44 |
|
|
and the first quarter is going to be |
3.92 |
Jump to 55.36 |
|
|
least for one uh tightening cycle one |
4.48 |
Jump to 61.039 |
|
|
don't do 50 in the next month yeah |
3.361 |
Jump to 65.519 |
|
|
a slow first quarter would give them a |
5.52 |
Jump to 68.88 |
|
|
but we know they're an ai 5g apple |
4.8 |
Jump to 139.2 |
|
|
want to be involved in trades at 18 |
3.44 |
Jump to 144.0 |
|
|
to take about six to nine months for |
3.68 |
Jump to 160.16 |
DATE
about six to nine months
|
|
maybe longer but at 16 times forward |
4.399 |
Jump to 163.84 |
|
|
names and this might not be the first |
2.72 |
Jump to 177.84 |
|
|
one people think of why do you think |
3.64 |
Jump to 179.2 |
|
|
it's going to be an important one to |
4.48 |
Jump to 180.56 |
|
|
ev 5g uh into clean right and then |
4.96 |
Jump to 202.4 |
|
|
going to have 7 billion in net cash to |
4.161 |
Jump to 210.879 |
|
|
trades that 11 times adjusted to ebitda |
4.72 |
Jump to 219.04 |
|
|
versus the group at 16 times it's a it's |
4.8 |
Jump to 221.2 |
|
|
one that's got a lot going on |
3.441 |
Jump to 228.239 |
|
|
bought for five billion dollars rogers |
3.92 |
Jump to 233.84 |
MONEY
five billion dollars
|
|
a 12 billion dollar divestiture |
4.64 |
Jump to 239.12 |
|
|
interesting no one's really talking |
2.56 |
Jump to 246.48 |
|
|
they do so chipotle's down 16 |
3.601 |
Jump to 260.799 |
|
|
that it trades at 59 times earnings so |
3.36 |
Jump to 266.16 |
|
|
reported earnings with a 12.3 |
5.44 |
Jump to 279.6 |
|
|
global comp right and a 10.2 comp on a |
4.959 |
Jump to 282.24 |
|
|
two-year stack basis so we know demand |
4.08 |
Jump to 285.04 |
|
|
they will so at 59 times earnings i |
3.601 |
Jump to 292.479 |
|
|