Safe-haven stocks such as Altria, Philip Morris, Starbucks, Cboe, CAVA and Costco deserve attention in this market; they are on fire this week. Walmart, Coca-Cola, Apollo, Procter & Gamble and Visa are also showing strong setups. x.com 

TJX looks overpunished for its reporting difficulties given its solid balance sheet. It is one of the safest companies in the S&P 500; the last call's Sierra versus combined TJ Maxx and Marshalls reporting drew a harsh reaction. x.com 

Costco, Apple, Intuitive Surgical, Alphabet and MSCI are amazing companies priced too high for their growth. Costco trades at 46x earnings on high-single-digit growth, Apple at 32x forward on low-double-digit EPS growth, and Intuitive Surgical at 38x forward on low-teens growth. Alphabet, the most attractive, is 33x operating income excluding investment gains. MSCI is 34x trailing on low-double-digit growth; S&P Global is better, cheaper and extremely high quality with similar growth. x.com  … Show more

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

Johnson & Johnson is not the S&P 500 laggard its five-year sideways chart suggests once dividends and longer timelines are counted: over 20 years it trails the index by only the tiniest amount. That says something for a very low-beta stock with one of only two AAA credit ratings, alongside Microsoft. It is a strong anchor for when momentum and growth stocks get clobbered. x.com  x.com  x.com 

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

Durable demand makes these eight companies attractive at forward earnings multiples below their historical medians. Vistra has long power deals; ASML expects demand above capacity in 2027-28; GE Vernova's turbines are sold out through 2028. Eaton expects data-center deliveries from 2028. Waste Management leads garbage collection; American Tower has $23B in scheduled rent, Linde $64B in commitments, and BWX Technologies an $8.4B backlog backed by Navy demand. GE Vernova's multiple is still high. … 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.com 

These 12 stocks are quality compounders sharing pricing power, recurring demand, strong returns on capital and disciplined management. Domino's earns royalties, AutoZone serves an aging fleet, Progressive underwrites with data, Waste Management owns routes and landfills, Grainger is embedded in operations, S&P Global and FICO are mission-critical, Rollins has recurring pest control, Copart an auction network, Visa a fee network, HEICO niche aerospace parts, Costco loyal members. x.com  x.com  … Show more

Microsoft's balance sheet is stronger than many people think lately, as it is one of only two corporate AAA ratings left. The other belongs to Johnson & Johnson, and both are worth owning. x.com