Google is mentioned as one of the companies that has performed well in the current market.
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9 Best Stocks To Buy In July
Jul 6, 2026
Joseph Carlson introduces his list of nine high-quality stocks to buy in July, emphasizing attractive valuations for companies that have been overlooked while semiconductor stocks have led the market. He outlines his investment philosophy focused on long-term compounding growth and durable earnings, combined with short-term valuation opportunities. The segment also touches on market news, including Tom Lee's positive outlook for July and a 'fail of the week' involving MicroStrategy.
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Tickers discussed in this post
Mastercard is an attractive buy due to its high quality and current valuation, trading significantly below its highs.
Copart, with its solid business model and strong balance sheet, is an interesting company to look at after its stock was crushed and fell over 50% from its highs.
DoorDash, a company specializing in food delivery, is an attractive buy after its stock fell from $281 to $150, and is now trading around $190.
Uber is a ride-sharing king with a massive network and significant advantages, presenting a buying opportunity after its stock price pulled back from $100 to $70.
Netflix is trading at tame valuations with a PE ratio below 20 based on estimated earnings, but concerns exist regarding its lack of recent hit shows and viewer retention.
Amazon is presented as an attractive company with a strong logistics system, Prime membership, and accelerating AWS growth potential.
Meta is identified as a big tech company that is increasing its EBIT per employee at an even faster rate than Google or Microsoft.
Microsoft is presented as another big tech company showing strong EBIT growth and a long-term trend of decreasing headcount, resulting in a substantial rise in EBIT per employee.
Google is highlighted as a prime example of a big tech company with accelerating EBIT and moderating headcount, leading to significant growth in EBIT per employee.