Today, The Panic-Proof Portfolio (Stockchase Research) and James Telfser commented about whether CCL.B-T, HRX-T, TSM-N, EA-Q, TOI-X, ATD.B-T, TFII-T, WELL-T, GSY-T, PLC-T, A-N, KXS-T, ATS-T, LSPD-T, ENGH-T, PLTR-N, AKU-T, T-T, SIS-T, SPGI-N, SCR-T, ROP-N, XBC-T, AMAT-Q, XLP-N, FLNT-Q, GRWG-Q are stocks to buy or sell.
A great business to own long term. They're in the bond business and SPGI boasts incredible pricing power. Developing countries like China don't have these bond ratings, so there's a lot of organic growth ahead. It's a new holding of his. He bought it on their big IHS acquisition. SPGI remains reasonably valued. It boasts organic growth and good managers.
A fascinating business, though not in his wheelhouse. The next level of growth will come from companies that better manage data--and PLTR does this very well. This company will grow the commercial side of their business and do well. The high valuation is an issue for some investors. Like Shopify, this will likely grow into its high valuation.