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Countdown to Consumer Earnings and Are Semis Set to Break Down? 8/11/23

CNBC's "Fast Money"

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The Importance of Execution in the Labor Market

Timothy Stanley: It's absolutely critical to be looking at these companies in terms of their ability to execute. He says Wal-Mart has done almost nothing in terms of EBITDA or even the EPS over the last three years. Stanley: Walmart deserves to be an overweight, but it is not cheap on valuation.

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