nilay dalal

[nilay dalal @nsdalal]

@SayNoToTrading You’re a buy and hold forever of best in breed businesses who optimizes for low cost bases. So who cares how it reacts to one ER?

[nilay dalal @nsdalal]

@DGretta_Author That would be healthy and I am a Mrvl shareholder..

Is FLEX your highest conviction name right now?

[nilay dalal @nsdalal]

@SayNoToTrading Where would you add to KLAC? Below 200?

[nilay dalal @nsdalal]

@SayNoToTrading I will be selling MBGI to buy
More SPGI

[nilay dalal @nsdalal]

@ramahluwalia If you liked ACN in May, you must be buying hand over fist today is my guess.

[nilay dalal @nsdalal]

@Aktiehedonist FPS is growing faster, albeit from a smaller base. More upside IMO.

[nilay dalal @nsdalal]

@SayNoToTrading Your transparency is commendable.

[nilay dalal @nsdalal]

@SayNoToTrading Meta?

[nilay dalal @nsdalal]

@RyshabTalks @SFarringtonBKC Dhr looks ready

[nilay dalal @nsdalal]

@anni_sen VST looks good here

[nilay dalal @nsdalal]

@SayNoToTrading Thanks as always for your insights. Do you have any thoughts on $LPTH?

[nilay dalal @nsdalal]

@tomstockslab $300 by December 2026??

[nilay dalal @nsdalal]

@SayNoToTrading They need to pacify the dividend value investors, sadly

[nilay dalal @nsdalal]

@SayNoToTrading You will have to unload those $180 cost lots if you are buying here at $161 ans hopefully lower. This is another solid name that will resume upwards by end of year in my opinion

[nilay dalal @nsdalal]

@SayNoToTrading Amazing gift to keep buying at these levels.

[nilay dalal @nsdalal]

@SayNoToTrading You can cut and paste your same message and replace wcn with pgr.

[nilay dalal @nsdalal]

@TheWiseIC @SayNoToTrading Fwd pe for wcn is 20.

[nilay dalal @nsdalal]

@SayNoToTrading @griffonomics @StockSavvyShay Even at $172?

[nilay dalal @nsdalal]

@DimitryNakhla Acn at $172 now. Seems overdone?

[nilay dalal @nsdalal]

@SayNoToTrading @TheStockBro BSX? Its fallen 50%