Baxter International INC

• O'Keefe Stevens Advisory Quarterly Investor Letter Q1 2026 ↗ O'Keefe Stevens Advisory built cash after selling Alibaba, Fannie Mae common, Mercedes-Benz and Tri Pointe Homes, while initiating Baxter and adding to Perrigo and Weyerhaeuser. The firm argues that elevated AI-related spending and stretched valuations warrant selective underwriting, with Baxter’s deleveraging and Perrigo’s restructuring offering security-specific catalysts. Q1 2026 BAX $14BPRGO $1.9BBABA $290BCALY $2.8B

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