Let’s stick to some healthy reporting duties today, if you don’t mind – I surely don’t, given the looonnnggg (whatever–happens-happens) night spent with a few buddies I have known all my life, playing cards and all of that.

The good news is zero hangover the day after as I sift through a couple of separate, detailed notes to investors released today – falling under: “Rating Change”– by sell-side house Bernstein. Some musings, whether or not you care about stock recommendations, are certainly worth ...

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