Recommandations
L'entrée est le cours de clôture de l'actif à la date de publication. Le cours actuel est la dernière clôture enregistrée.
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Entrée $20,36 26 juil 2026Actuel $21,68 09 sept 2026Résultat +$1,32vs. indice +3,3% SPY +3,2% sur la même période
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…r and 6% expected next, which I think it's going to beat that for closer to 7 or 9% growth. Earnings power here is exploding with 38% profit growth this year to $5.27 a share, putting the stock at at 8.3 times on a price-to-earnings basis. Energy Transfer, ticker ET, has been another one I've liked for a long time. This one up 15% in the last year on top of that 6.5% dividend yield. Now, ET is a midstream energy company, which means it owns the pipelines, the processing, and the storage infrastructure in that oil and gas industry. A huge network that…
Energy Transfer, ticker ET, has been another one I've liked for a long time.
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Entrée $920,95 26 juil 2026Actuel $1 027,77 09 sept 2026Résultat −$106,82vs. indice −14,8% SPY +3,2% sur la même période
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…0 stocks in this value and the stability idea. But here, besides just buying that ETF to spread out my risk, I'm also going to use the mine a few more stocks in this theme. You can go to the fund page and see all the stocks held here. Now, I'd avoid most of these tech names like Micron here if you have them individually or if you have them in an AI focused fund. But some of these other value names I'd be looking to pick up right now, including JP Morgan, ticker JPM, which is up 17% and trades for just 15 times price to earnings. Johnson & Johnson, ticker JNJ, which even after a 50% run over the la…
I'd avoid most of these tech names like Micron here if you have them individually or if you have them in an AI focused fund.
Contexte extrait par IA “Now, I'd avoid most of these tech names like Micron here if you have them individually or if you have them in an AI focused fund.”
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Entrée $353,21 26 juil 2026Actuel $354,71 09 sept 2026Résultat +$1,50vs. indice −2,8% SPY +3,2% sur la même période
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Contexte de la transcription source
…ge and see all the stocks held here. Now, I'd avoid most of these tech names like Micron here if you have them individually or if you have them in an AI focused fund. But some of these other value names I'd be looking to pick up right now, including JP Morgan, ticker JPM, which is up 17% and trades for just 15 times price to earnings. Johnson & Johnson, ticker JNJ, which even after a 50% run over the last year, still only trades for 22 times this year's expected earnings and drug maker AbbVie ticker ABBV which trades for 18 times earnings even after it's 35% run. Now tu…
including JP Morgan, ticker JPM, which is up 17% and trades for just 15 times price to earnings.
Contexte extrait par IA “...including JP Morgan, ticker JPM, which is up 17% and trades for just 15 times price to earnings.”
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Entrée $259,36 26 juil 2026Actuel $250,98 09 sept 2026Résultat −$8,38vs. indice −6,4% SPY +3,2% sur la même période
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Contexte de la transcription source
…including JP Morgan, ticker JPM, which is up 17% and trades for just 15 times price to earnings. Johnson & Johnson, ticker JNJ, which even after a 50% run over the last year, still only trades for 22 times this year's expected earnings and drug maker AbbVie ticker ABBV which trades for 18 times earnings even after it's 35% run. Now turning it over to the stocks I'm watching this week cuz it's a huge week for earnings. First looking back on last week though with Alphabet ticker GOOGL fell almost 8% last week on its earnings report even as the company reported reve…
drug maker AbbVie ticker ABBV which trades for 18 times earnings even after it's 35% run.
Contexte extrait par IA “...and drug maker AbbVie ticker ABBV which trades for 18 times earnings even after it's 35% run.”
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Entrée $381,92 26 juil 2026Actuel $364,38 09 sept 2026Résultat −$17,54vs. indice −7,8% SPY +3,2% sur la même période
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… is going to be spent on those Nvidia chips, the Micron memory and even the servers made by Super Micro Computer. And what it means, while we might have those ups and downs when the fear takes over in any given week, like it did last week, investing in the stocks that make up this AI supply chain, like Broadcom, a ticker AVGO, Marvell, MRVL, Arista Networks, E T, AMD, Nvidia, and yes, even Supermicro Computer when it sells off, that AI play is still going to be alive for at least the rest of this year. And speaking of Supermicro Computer, last week saw a big bu…
investing in the stocks that make up this AI supply chain, like Broadcom, a ticker AVGO
Contexte extrait par IA “...investing in the stocks that make up this AI supply chain, like Broadcom, a ticker AVGO...”
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Entrée $194,23 26 juil 2026Actuel $235,01 09 sept 2026Résultat +$40,78vs. indice +17,8% SPY +3,2% sur la même période
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Contexte de la transcription source
…by Super Micro Computer. And what it means, while we might have those ups and downs when the fear takes over in any given week, like it did last week, investing in the stocks that make up this AI supply chain, like Broadcom, a ticker AVGO, Marvell, MRVL, Arista Networks, E T, AMD, Nvidia, and yes, even Supermicro Computer when it sells off, that AI play is still going to be alive for at least the rest of this year. And speaking of Supermicro Computer, last week saw a big bump in the share…
Marvell, MRVL
Contexte extrait par IA “...Marvell, MRVL, Arista Networks, E T, AMD, Nvidia...”
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Entrée $173,99 26 juil 2026Actuel $192,93 09 sept 2026Résultat +$18,94vs. indice +7,7% SPY +3,2% sur la même période
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Contexte de la transcription source
…Computer. And what it means, while we might have those ups and downs when the fear takes over in any given week, like it did last week, investing in the stocks that make up this AI supply chain, like Broadcom, a ticker AVGO, Marvell, MRVL, Arista Networks, E T, AMD, Nvidia, and yes, even Supermicro Computer when it sells off, that AI play is still going to be alive for at least the rest of this year. And speaking of Supermicro Computer, last week saw a big bump in the shares as management p…
Arista Networks
Contexte extrait par IA “...Marvell, MRVL, Arista Networks, E T, AMD, Nvidia...”
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Entrée $521,95 26 juil 2026Actuel $521,10 09 sept 2026Résultat −$0,85vs. indice −3,3% SPY +3,2% sur la même période
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Contexte de la transcription source
…means, while we might have those ups and downs when the fear takes over in any given week, like it did last week, investing in the stocks that make up this AI supply chain, like Broadcom, a ticker AVGO, Marvell, MRVL, Arista Networks, E T, AMD, Nvidia, and yes, even Supermicro Computer when it sells off, that AI play is still going to be alive for at least the rest of this year. And speaking of Supermicro Computer, last week saw a big bump in the shares as management pre-announc…
AMD
Contexte extrait par IA “...Arista Networks, E T, AMD, Nvidia, and yes, even Supermicro Computer when it sells off...”
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Entrée $206,84 26 juil 2026Actuel $223,67 09 sept 2026Résultat +$16,83vs. indice +5,0% SPY +3,2% sur la même période
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Contexte de la transcription source
…, while we might have those ups and downs when the fear takes over in any given week, like it did last week, investing in the stocks that make up this AI supply chain, like Broadcom, a ticker AVGO, Marvell, MRVL, Arista Networks, E T, AMD, Nvidia, and yes, even Supermicro Computer when it sells off, that AI play is still going to be alive for at least the rest of this year. And speaking of Supermicro Computer, last week saw a big bump in the shares as management pre-announced its earnings, saying it had $60 billion in backlog revenue…
Nvidia, and yes, even Supermicro Computer when it sells off
Contexte extrait par IA “...E T, AMD, Nvidia, and yes, even Supermicro Computer when it sells off, that AI play is still going to be alive for at least the rest of this year.”
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Entrée $30,10 26 juil 2026Actuel $38,93 09 sept 2026Résultat +$8,83vs. indice +26,2% SPY +3,2% sur la même période
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Contexte de la transcription source
…have those ups and downs when the fear takes over in any given week, like it did last week, investing in the stocks that make up this AI supply chain, like Broadcom, a ticker AVGO, Marvell, MRVL, Arista Networks, E T, AMD, Nvidia, and yes, even Supermicro Computer when it sells off, that AI play is still going to be alive for at least the rest of this year. And speaking of Supermicro Computer, last week saw a big bump in the shares as management pre-announced its earnings, saying it had $60 billion in backlog revenue orders, meaning that top-line revenue growth is going to continue. And shock…
even Supermicro Computer when it sells off, that AI play is still going to be alive for at least the rest of this year.
Contexte extrait par IA “...and yes, even Supermicro Computer when it sells off, that AI play is still going to be alive for at least the rest of this year.”
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Entrée $152,37 26 juil 2026Actuel $157,22 09 sept 2026Résultat +$4,85vs. indice +0,0% SPY +3,2% sur la même période
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Contexte de la transcription source
…or sales up almost 16% on the quarter, just over full-year expectations, and for a 17% earnings growth. Now, growth is slower for Fortinet than some of the others in the space, but this is a profitability king here that's hard to beat. So, it remains one of my favorites, and what is also my favorite long-term theme, that's cybersecurity. After Zscaler, ticker ZS, it's my largest holding here and up 73% followed by CrowdStrike, Okta, and Palo Alto Networks. And shares of Fortinet were up 20% on last quarter's report. So, the bar is set pretty high here, but long-term these …
it remains one of my favorites, and what is also my favorite long-term theme, that's cybersecurity.
Contexte extrait par IA “...So, it remains one of my favorites, and what is also my favorite long-term theme, that's cybersecurity.”
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Entrée $16,46 26 juil 2026Actuel $17,33 09 sept 2026Résultat +$0,87vs. indice +2,1% SPY +3,2% sur la même période
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…Hog with your weekly stock market update before the week starts with the stocks to watch, the stock market news you need to see. Stick around after those five stocks I'm buying right now for the real reason Google crashed last week and why SoFi Technologies, ticker SOFI, is the stock to buy before it's earnings. Back to those five stocks for August though, because nation, the best investments are almost never what everyone else is talking about. Case in point, I recommended five stocks in the nacho trade mid-May calling it not a chance Hormel's op…
SoFi Technologies, ticker SOFI, is the stock to buy before it's earnings.
Contexte extrait par IA “...why SoFi Technologies, ticker SOFI, is the stock to buy before it's earnings.”
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Entrée $16,46 26 juil 2026Actuel $17,33 09 sept 2026Résultat +$0,87vs. indice +2,1% SPY +3,2% sur la même période
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…watched when it reports earnings Wednesday as well. The stock dived 15% in April on its first quarter report showing slowed customer growth and earnings that missed expectations by about 4% even while it's still posting that strong growth. I recommended buying the shares at that time when they dropped below $16 each and picked up 6,000 shares in my own portfolio for a company expected to post outstanding growth for a bank. Forecasts are for revenue up 30% and for management to leverage that up to 59% increase in earnings to 59 cents a share. Now, I would actually include SoFi in that list of value…
I recommended buying the shares at that time when they dropped below $16 each and picked up 6,000 shares in my own portfolio
Contexte extrait par IA “I recommended buying the shares at that time when they dropped below $16 each and picked up 6,000 shares in my own portfolio...”
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Entrée $42,92 26 juil 2026Actuel $41,83 09 sept 2026Résultat −$1,09vs. indice −5,7% SPY +3,2% sur la même période
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…hat makes value a better investment. Just like with those stocks 2 months ago, these might not be the sexy investments, but they are the smarter one. So, here I'm looking for cash flow stable companies trading on a discount to their peers. Companies like Ally Financial, ticker ALLY, with shares up 14% over the last year and paying a 2.7% dividend. For a bank stock, it's got surprisingly strong growth with 14% revenue growth this year and 6% expected next, which I think it's going to beat that for closer to 7 or 9% growth. Earnings power here is exploding with 38% profit growth this …
Companies like Ally Financial, ticker ALLY, with shares up 14% over the last year and paying a 2.7% dividend.
Contexte extrait par IA “Here I'm looking for cash flow stable companies trading on a discount to their peers. Companies like Ally Financial, ticker ALLY, with shares up 14% over the last year and paying a 2.7% dividend.”
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Entrée $263,40 26 juil 2026Actuel $267,08 09 sept 2026Résultat +$3,68vs. indice −1,8% SPY +3,2% sur la même période
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Contexte de la transcription source
…you have them individually or if you have them in an AI focused fund. But some of these other value names I'd be looking to pick up right now, including JP Morgan, ticker JPM, which is up 17% and trades for just 15 times price to earnings. Johnson & Johnson, ticker JNJ, which even after a 50% run over the last year, still only trades for 22 times this year's expected earnings and drug maker AbbVie ticker ABBV which trades for 18 times earnings even after it's 35% run. Now turning it over to the stocks I'm watching this week cuz it's a huge week for earnings. First looking back on last week though with Alphabet …
Johnson & Johnson, ticker JNJ, which even after a 50% run over the last year, still only trades for 22 times this year's expected earnings
Contexte extrait par IA “Johnson & Johnson, ticker JNJ, which even after a 50% run over the last year, still only trades for 22 times this year's expected earnings...”
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