Very stable, reliable earnings. Decent, but not fantastic, growth. About 7% earnings growth forecast for next little while, but you're paying 23-24x PE.
OK if you think a recession is around the corner. He doesn't, so he'd favour COST and WMT for continued mid-cycle economic growth.
Trades at 24x forward PE at only 1% organic growth. She's surprised they raised prices again, though they have pricing power, but at some point it will hurt volumes.
They beat on the topline, but missed the bottom, because China was -15%, though it was expected. Organic sales were fine and reiterated guidance. Trades at a too-pricey 24x forward. He doesn't like staples, but continues to like this.
A dividend play for 2025 at 2.38%. Not sexy, but consistently generates earnings, free cash flow, and each year grows its dividend. Offers growth wealth generation over time.
Is enjoying the rotation out of semis/tech stocks today, up 3.38%. It's been undervalued lately. Has more room to run; he expects the rotation to continue beyond today.
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