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Todd Chanko says investors should stay focused on long‑term fundamentals as markets hit record highs. He highlights Cactus (WHD), Sonoco (SON), Millicom (TIGO), and Harmony Biosciences (HRMY) for free cash flow strength, pricing power, and durable growth opportunities in a shifting valuation environment.

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WHD, SON, TIGO, and HRMY Highlight a Long‑Term Value Playbook