Sep. 11 at 10:03 PM
$KEQU Amazing the short sightedness & weak knees of many investors in KEQU. The story on KEQU is not quarter by quarter comparison but year over year growth. As a company they have historically shown that their delivery on predictable quarterly earnings is only as good as they're customers (which represent new construction & other projects that can be pushed out) need for their product which can be immediate or delayed as was the case with much of India. Looking forward, all you have see is the following list of drug companies making investments in US facilities which you think may be a windfall for KEQU over the next 5 years:
JNJ -
$55 billion manufacturing, research & development
Astra Zeneca
$50 Billion by 2030 including a new Virginia plant - hello!!
Roche
$50 billion including new gene therapy plant in Penn.
LLY -another
$27 billion to double manufacturing capacity on top of roughly
$20 billion
BMY
$14 billion
AbbVie
$19 billion
3 to 5yr Bull run could be coming - PATIENCE!!!!
