Source Post

I Ranked 12 Crashed Stocks — Only 3 Are Buys

Jul 5, 2026

The creator discusses the current market sentiment, noting that while the S&P 500 appears strong, many individual tech stocks are significantly down from their highs. They plan to rank 12 of these "crashed" stocks, focusing on profitability, valuation, growth, and margin of safety, with the goal of identifying only three true buying opportunities. The creator also highlights the utility of Seeking Alpha for stock research.

Linked Mentions

Tickers discussed in this post

ACNBullishHigh ConvictionSignal-backedPrimary

Accenture is ranked third among crashed stocks, offering a strong risk-reward with an A valuation, A+ profitability, near 5% yield, and a large margin of safety despite growth concerns.

CEGNeutralMedium ConvictionSignal-backedSecondary

Constellation Energy (CEG) is a unique stock tied to AI power demand, showing a strong growth profile and decent profitability, but its capital-intensive nature and narrative dependence make it a watchlist stock.

ZTSNeutralMedium ConvictionSignal-backedSecondary

Zoetis (ZTS) offers an extremely attractive valuation and high quality, but growth concerns and a strong sell rating from Seeking Alpha's Quant prevent it from being a top buy.

ABTNeutralMedium ConvictionSignal-backedSecondary

Abbott Laboratories (ABT) is a high-quality healthcare company with a reasonable valuation, offering decent upside but not exceptional.

PYPLNeutralMedium ConvictionSignal-backedSecondary

PayPal appears very cheap on valuation metrics with significant upside potential on paper, but concerns about business momentum, competition, and execution make it a potential value trap, preventing it from being a top buy.

PEPNeutralMedium ConvictionSignal-backedPrimary

Pepsico is ranked 9th, appearing more reasonable with a yield above 4% and trading near 52-week lows, despite concerns about slow growth and consumer pushback on prices.

MCDNeutralMedium ConvictionSignal-backedPrimary

McDonald's is ranked 10th, recognized as a world-class business with excellent profitability but not a compelling buy due to its valuation and moderate growth.

LOWNeutralLow ConvictionSignal-backedPrimary

Lowe's is a strong business but not beaten down enough to be an attractive buy, with its valuation and upside potential being only moderately appealing.

NKENeutralLow ConvictionSignal-backedPrimary

Nike's stock is down significantly, but fundamentals have also weakened with slow growth and declining margins, making it overvalued even at 52-week lows.

MSFTNeutralLow ConvictionResearch Only

Microsoft is listed as a major Nasdaq 100 company trading significantly below its past peak valuation.

Linked Signals

Tracked calls opened from this post

ACN
buy opened Jul 5, 2026
+4.53%