BUY

Pays an 8.1% dividend. Aging demographics mean this is good.

BUY

A dividend pick for 2025. Is down a lot from their highs. A contrarian play. It pays around a 5% dividend yield. It trades at a reasonable valuation and offers decent earnings growth in 2025 of 5-7%. Collect the dividend and enjoy a little capital appreciation on top. You won't shoot the lights out, but you can relax with this steady earner. Honda has 50% of their market cap as cash on the balance sheet. The Nissan merger sounds fantastic.

BUY

A dividend pick for 2025. Is down a lot from their highs. A contrarian play. It pays around a 5% dividend yield. It trades at a reasonable valuation and offers decent earnings growth in 2025 of 5-7%. Collect the dividend and enjoy a little capital appreciation on top. You won't shoot the lights out, but you can relax with this steady earner.

BUY

A dividend pick for 2025. Is down a lot from their highs. A contrarian play. It pays around a 5% dividend yield. It trades at a reasonable valuation and offers decent earnings growth in 2025 of 5-7%. Collect the dividend and enjoy a little capital appreciation on top. You won't shoot the lights out, but you can relax with this steady earner.

DON'T BUY

The shares are overprices and (some say) the coffee is mediocre. In the last 10 years, the competition has really increased. Too rich.

BUY

She just added TripAdvisor. She seeks companies with strong free cash flow yield and high earnings growth. Though down 50% from a year ago, its earnings growth is around 15% and boasts a 14% free cash flow yield. 

PARTIAL BUY

It's the only Mag 7 stock she's ever owned, and she has trimmed it a few times, because it's pretty rich now. But earnings growth is still a good 40% new year then mid-teens after that. The valuation looks decent. The other Mag 7 lack good free cash flow and growth rates.

COMMENT

Stocks are selling off today, led by the Mag 7 (-2.6%). She didn't expect this weakness until January, but it signals a rough January to come. After all, gains in Mag 7 were to large this year, so now there's rebalancing.

RISKY

He recently bought. It's risky. But they offer a convenience that will never go away. They have 67% market share and were profitable for the first time last quarter. The forward PE remains high, but they have 25-30% revenue growth. Have great cash flow and margins.

BUY

A dividend play for 2025 at 4.54%. Not sexy, but consistently generates earnings, free cash flow, and each year grows its dividend. Offers growth wealth generation over time.

BUY

A dividend play for 2025 at 3.65%. Not sexy, but consistently generates earnings, free cash flow, and each year grows its dividend. Offers growth wealth generation over time.

BUY

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.

BUY

There may be more value at Disney, but NFLX is a juggernaut with unstoppable momentum. It will go to $1,000. There was 15% quarterly revenue growth in Q3. Every piston is humming: Squid Games 2, live NFL streaming, women's soccer. Considering ad revenue, 2026 will be even better than 2025.

STRONG BUY

Likes it for the hardware and software. They bring AI to the masses through Instagram and Reels. Cost-cutting from the metaverse has shifted slightly into spending on AI. This will pay off. It had an amazing 2024 and will have an amazing 2025. Is expecting dividend growth and he hopes a stock split. Share buybacks have reduced the float by 10% in the last 3 years. Meta is his top pick for 2025.

BUY ON WEAKNESS

Add on pullbacks in 2025. It's not only an AWS story. It will continue to work in 2025.