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Real-Money Stock Picks / Jim Royal


Subject:  Re: Nuance spinoff Cerence Date:  9/13/2019  11:25 PM
Author:  XMFRoyal Number:  4748 of 4840

Let me look into this one some more. Software and cars are a powerful combo, and this is exactly the kind of thing that will never look cheap but that could deliver great long-term returns. I need to read more about this, but on the surface it looks like it would be a relatively small portion of the total company.

The ENSG spinoff happens shortly as well, and I'll be curious to see how those break.

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