Day 2 of the 2022 Stock Summit
Halftime Report
00:00
The Easy Money Has Been Made
Scott: I like siber security very much. Is a very strong total addressable market story. But at 82 times forward and almost 17 times price to sales, i think the easy money has been made. You can go to lamb, you can go to broad conwich,. They are increasing their dividend. P i is an auto recovery story. And then we're goin to talk about enterprise spend recovery stories.
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