Best Stock Picks Right Now | AbbVie, Caterpillar, More
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Recomendações
Entrada é o preço de fechamento do ativo na data de publicação. Atual é o último fechamento registrado.
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Entrada $1.156,63 15 jul 2026Atual $1.191,91 07 ago 2026Resultado +$35,28
I like Lilly a lot as well. And I I think there could be some great momentum in that continues from here.
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Entrada $914,30 15 jul 2026Atual $841,83 07 ago 2026Resultado −$72,47
I think it's a multi-year play. The stock is up a lot, 65% on the year, 132% over the past 12 months. We're not selling.
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Entrada $369,05 15 jul 2026Atual $359,22 07 ago 2026Resultado −$9,83
this is truly the kind of stock that you can put in your portfolio and hold for a decade or more.
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Entrada $160,29 15 jul 2026Atual $162,56 06 ago 2026Resultado −$2,27
Cut today to neutral from buy at Citi, target to uh 160, which is basically where it is.
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Entrada $135,40 15 jul 2026Atual $138,66 07 ago 2026Resultado −$3,26
I agree with the downgrade. The demand in North America has been atrocious. This is a very small position, Scott, actually in our growth portfolio, which seems weird, but it's part of the Russell 1000 growth. Stock's down 5% on the year. I wouldn't get in front of it.
Contexto "I agree with the downgrade. The demand in North America has been atrocious... I wouldn't get in front of it."
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Entrada $82,45 15 jul 2026Atual $86,85 07 ago 2026Resultado +$4,40
I like Coke. Um, have a Coke and a smile.
Transcrição Completa
earnings growth, Sky Rizz and Renback, they have really made up the the lost revenue of Humira. I think they're expected 24% revenue growth here. The stock's only up like I think 7% on the year. It's breaking out and trying to break out. I like healthcare quite a bit, you know, outside of tech, and I think there's I like Lilly a lot as well. And I I think there could be some great momentum in that continues from here. >> Kev, Caterpillar. >> Yeah, it's it's not just an AI story or an AI adjacent story. Power generation, mining, infrastructure. I think it's a multi-year play. The stock is up a lot, 65% on the year, 132% over the past 12 months. We're not selling. >> Marriott, Jenny. >> So, this is one that we've owned in our growth strategy since the growth strategy was started in 2013. It's as my friend Steve Weiss says, a permanent compounder. Um Also, when we talk about earnings and certainty and clarity of earnings, this is a company that you can like really rely on. Right now, earnings for the next 3 years are mid-teens, and they should stay that way. Now, it's a little expensive. It's trading at 30 times. Um it's got a 3 and 1/2% free cash flow yield. It's up 22% year-to-date. So, like maybe you don't buy it here and now. Maybe you wait for a blip at some point because the market will do that to it. But this is truly the kind of stock that you can put in your portfolio and hold for a decade or more. >> How about Lamar Advertising, which you own? Cut today to neutral from buy at Citi, target to uh 160, which is basically where it is. >> It's so tough. So, this is up um over 30% this year. And um and my challenge is in our dividend strategy. So, the challenge here is that I bought it not I've second time I've owned it, but I bought it not too long ago. I am long-term on it, but I have a huge capital gain. The dividend's down to 4%. Now, what a great company. It's billboard. So, in this crazy world that we live in, it's the only place where you're sure that people will actually see your advertisement. Everywhere else, it's hit or miss. But billboards, they're going to see them. All the same, it's pretty expensive. There's not that much upside left, I don't think. That's what um that's what the analyst report also thinks. There's like limited upside, and that's real. So, I'm in this tough spot of, you know, do I just realize the gain? Do I replace the 4% with something that's got 5%? But, I also have an incredibly high-quality company with an excellent management team and a really indelible business. It's a tough call. I'm not selling it yet, but I'm not too far off. >> Pepsi downgraded, Kev, to neutral from buy. The target at City goes to 145 from 170. >> Yeah, I agree with the downgrade. The demand in North America has been atrocious. This is a very small position, Scott, actually in our growth portfolio, which seems weird, but it's part of the Russell 1000 growth. Stock's down 5% on the year. I wouldn't get in front of it. In our dividend portfolio, we have a huge position in Coke. That's up 20% on the year. I like Coke. Um, have a Coke and a smile. >> You So, you you you agree with the downgrade, but you're hold going to hold the stock? >> hold it because it's part of an index. So, I have to have a slight allocation there, but our our conviction is with Coke. >> I have to make one comment on Pepsi. >> Yes. >> So, as you can imagine with that dividend yield creeping to 4.4% on such a high-quality company, I have been able to resist, but start diving in on research, and it's such a bummer cuz I keep hitting roadblocks. And like between GLP-1s and the weaken and the potentially weakening US consumer, and the fact that their North American business, it it showed some glimmers of health, and then in this last earnings report, it faded again. I don't think you want to get in front of Pepsi. It's still not that inexpensive. You know, if it comes down another 20 or 30%, then it gets attractive. But, I know, right? But, I need the numbers come down that much to warrant the valuation that compelling. >> It It reminds me of Nike. >> Yeah. And the GLP-1s, like the GLP-1s are scary for companies like this. Even with all their beverages, they have a huge snack business. So, I could not get to a point of comfort, and I really wanted to. Like, I really wanted this in my portfolio. >> Real quick. I want to ask, would you add to Cathie? >> I sold half my position. I think it's way overvalued. >> I can't. We have a 5% max hold
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