These stocks are widely hated, but you can't deny their performance.
Both are posting some hearty numbers, thanks to their mobile and local qualities.
Two earnings reports have reignited the group, and now its their turn to shine in this bull market we're in.
Kass did something nobody else has ever done. He questioned the Oracle's mortality -- among other things.
Unlike biotechs, many of these companies are pouring money into share buybacks -- instead of their long-term pipelines.
Sure, there's plenty of bad -- but there is good afoot, too.
The group just seems right for rotation and appreciation.
This isn't to suggest it'll rebound. But it may just stay at this level -- far better than further deterioration.
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