Noah
Stock Investor & Trader, US Equities
Low forward earnings multiples across eleven stocks cannot persist indefinitely. Nvidia trades near 17.5x, its lowest in over a decade; Oracle near 15x, its lowest in six years. Uber is at 17x, Broadcom 19x, Vistra 15x, AppLovin 14.5x, TSMC 19x, Forgent Power Solutions 18x, Nokia 19.5x, American Express 17x and Western Digital 14x. x.com x.com x.com x.com x.com x.com x.com x.com x.com x.com x.comÂ
These twelve stocks could dominate the next era by meeting infrastructure and consumer demand. TSMC makes AI chips; Palo Alto Networks secures cloud; GE Aerospace earns engine-service revenue; IREN builds AI cloud; Broadcom supplies chips and networking; Intuitive Surgical sells surgical robots. Strategy offers bitcoin exposure; e.l.f. Beauty serves Gen Z; Robinhood expands finance; The Trade Desk serves advertisers; Walmart adds ads and memberships; Vistra powers AI data centers. x.com x.com … Show more
Nvidia, American Express, Cheesecake Factory, Microsoft, Broadcom, UnitedHealth and Coca-Cola are incredible stocks that also pay you dividends while you own them, a way to make money while you sleep. Current yields: Nvidia 0.48%, American Express 1.05%, Cheesecake Factory 1.45%, Microsoft 0.91%, Broadcom 0.69%, UnitedHealth 2.19% and Coca-Cola 2.50%. x.com x.com x.com x.com x.com x.com x.comÂ
Mastercard, Microsoft, MSCI, Intuit, Waste Management, Intercontinental Exchange, Abbott Laboratories and Broadcom are dividend-growth stocks worth retiring on because the companies are just that good. x.com x.com x.com x.com x.com x.com x.com x.comÂ
Alphabet, Meta, Microsoft, Nvidia, Visa, Mastercard, ASML, TSMC, Costco and Apple are wonderful businesses worth holding forever at a fair price; none is cheap, and that is the point. Each has a durable moat: Search and YouTube, 3.6 billion daily users, enterprise switching costs, CUDA, card-payment toll booths, the only EUV machines, leading-edge chipmaking at scale, Costco's 92% renewal rate and Apple's 2.5 billion devices. Most pair high margins and returns on capital with strong growth. … Show more
Long-running revenue growth supports holding Visa, Microsoft, MSCI, Waste Management, Amazon, MercadoLibre, Meta, Moody's, Reddit and Netflix for the next decade. They are 10 "sleep well at night" stocks to buy and hold. Reddit's trailing revenue has accelerated and Netflix's has kept rising; the shaded future bars are estimates. x.com x.com x.com x.com x.com x.com x.com x.com x.com x.comÂ
Growth and recovery prospects make these ten stocks look inexpensive below 20x forward earnings. SK hynix, Micron and Sandisk benefit from memory and storage demand; Vistra from electricity demand; Oracle and Nvidia from AI infrastructure; Nu from banking growth and Uber from cash generation. Novo Nordisk's improving execution could make 12x attractive despite pricing pressure. Onsemi's recovery could run further as AI power efficiency matters more. x.com x.com x.com x.com x.com x.com x.com … Show more
Broadcom, Visa, Mastercard, Microsoft, JPMorgan, Costco, Apple, Home Depot, Lowe's, American Express and the DGRO, VIG and SCHD ETFs suit a dividend growth strategy, the best way to live off dividends. Payouts growing 5-8% a year can outpace inflation, and living on dividends means never selling in a crash. Steady dividend raises filter for stable cash flows, quality and solid management, dividends are easier to forecast than prices, and reinvesting them before retirement compounds share count. … Show more
Qualcomm, Johnson & Johnson, Wendy's, IBM, Coca-Cola, PepsiCo and Caterpillar are steady dividend payers that pay investors to wait, in keeping with Warren Buffett's rule never to lose money. Johnson & Johnson, Coca-Cola and PepsiCo have raised their dividends for decades. Qualcomm licenses wireless patents nearly every phone maker pays for, IBM leads in quantum computing research, and Caterpillar is a growing supplier of power generation for data centers. x.com x.com x.com x.com x.com x.com … Show more
Ten proven non-tech businesses with durable advantages and long compounding records can beat the S&P 500 over five years at lower risk. Eli Lilly has huge diabetes and obesity franchises; Costco has membership revenue and loyalty; Walmart adds higher-margin e-commerce and ads; JPMorgan is arguably the strongest US bank; Caterpillar and Brookfield ride infrastructure and AI capital needs; O'Reilly and AutoZone pair steady earnings with buybacks; American Express and Berkshire compound reliably. … Show more