FSD: Iran Negotiations, Positioning – Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

Bullish:

$BKNG - Travel and leisure stock that sold off but baby boomers will continue to travel and spend.
$HC - Healthcare sector presents multiple opportunities with government and baby boomer spending as reliable counterparties.
$PGR - Auto insurer trading cheap at multiyear valuation lows, worth waiting a year for upside.
$MLKN - Consumer staples company destroyed due to liquidity disappearing, trading at multiyear valuation lows.
$DAVE - Fintech company compared favorably to SoFi, better business model according to analysis.
$ENERGY - Energy stocks expected to maintain higher valuations with oil staying elevated due to geopolitical tensions.

Bearish:

$AMZN - Spending too much free cash flow on CapEx in competitive environments, difficult to earn back cost of capital.
$CAT - Industrial stocks at all-time highs with extreme valuations, retail investors showing excessive enthusiasm.
$CIBR - Cybersecurity ETF that was avoiding pain but now experiencing selling pressure, still expensive.