While I agree BAL is turning around and we're in for a killer year, I wouldn't be making assertions like A2 supply is possibly exceeding demand now, this is just misleading based on a SINGLE anecdote which is most likely the case you walked in after they restocked the shelf. I hold both, though substantially more A2M than BAL and will be glad seeing them both kick goals this year. I just want to stay pragmatic and not get swept up like we let happen last time. Don't ramp pls... IMO DYOR
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BAL price target $12, page-447
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