Michael Burry’s Latest Buys Include a 6.66% Yielding Pharma Giant and an Oil Stock Up 46% This Year.
Here Is Why Quick Read – Pfizer (PFE) trades at $25.75 with a rare 6.66% dividend yield and 9x forward P/E, offering upside. – Molina and Halliburton join Pfizer as defensive cash generators with structural edges through pricing power and margin stability. – The analyst who called NVIDIA in 2010 just named his top 10 stocks and Halliburton wasn’t one of them
Get them here FREE. Pfizer (NYSE:PFE) at $25.75, Molina Healthcare (NYSE:MOH) at $186.80, and Halliburton (NYSE:HAL) at $41.29 trade at defensive, cash-generative valuations. Michael Burry purchased these shares for their real earnings and margin stability, and with inflation still pressuring margins across the market, names that generate cash, hold pricing power, and trade at sober multiples carry a structural edge.
Each of these companies sits in a defensive corner of its sector. Pfizer is a low-beta pharma giant lapping the COVID cliff. Molina is a Medicaid-focused managed care operator working through a self-described trough year.