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Jack of All Trades: SKORE 01.22.2026

COF HOLD 6—74x P/E demands flawless execution on Discover+Brex; credit quality the swing. CSX HOLD 6—Howard Street is structural but demand is the wildcard; margin reset credible. ISRG BUY 8—dV5/Ion/SP five-cycle ramp + monopoly + 22% EPS growth = best franchise here.

Jack of All Trades: SKORE 01.22.2026
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