Lowe's is trading near its historical average, considered fair but not a screaming historical discount.
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Time to Cash Out? Only 5 Stocks Still Look Cheap
Jun 16, 2026
The market is experiencing a significant shift driven by reduced oil shock risk and SpaceX's IPO, leading to a broad rally. While mega-cap tech stocks are performing well, small caps are now outperforming, indicating a broadening of the bull market. The creator highlights Nvidia's debt raise as a point of interest amidst the AI boom and plans to discuss stocks best positioned for this new market environment.
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Home Depot is trading close to its historical average with a very small discount, making the bigger question about housing rates and consumer demand.
Union Pacific is trading slightly above its 5-year average, considered a quality business but not obviously cheap based on this valuation measure.
CME Group is trading slightly below its 5-year average and can benefit from volatility, but is not among the biggest discounts.
BlackRock is considered a watchlist name rather than a standout bargain, trading near its historical average and benefiting if markets rise.
Equifax shows a big discount to its 5-year average valuation, though considered less clean than other quality names like Microsoft or Mastercard.
Automatic Data Processing (ADP) is trading below normal, a resilient payroll and HR compounder that becomes attractive when valuations are low.
Accenture stands out with a major discount, directly linked to digital transformation and AI adoption, benefiting from implementation needs even if not a chip provider.
Salesforce is noted as very cheap relative to its history, remaining profitable and cash-generative despite software names being viewed as less exciting.
Intercontinental Exchange (ICE) is considered interesting, a high-quality market infrastructure business that can benefit from increased trading and capital market activity.
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