Badger Meter (BMI) is a new research interest with a significant sell-off, trading at a lower multiple near historical support, making it a potential buy in a bare market.
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The 9 Stocks At The Top Of My Watch List
Aug 13, 2026
The creator discusses the current stock market being at all-time highs and a lack of current value opportunities. Instead of recommending stocks to buy now, they are building a "rainy day watch list" of nine stocks they would be interested in buying during a future market sell-off or bear market, emphasizing the importance of having a plan to "buy the dip" in high-quality companies.
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Tickers discussed in this post
The creator considers BlackRock a top 10 position and would only buy more with a double-digit margin of safety, ideally around 18 times earnings or $1,000 per share, noting its strong earnings growth and historical valuation.
The creator views Ecolab (ECL) as close to fair value at current prices (around 30x earnings), making it the closest buy on their watchlist, and highlights its new growth tailwinds and dividend compounding potential.
Westinghouse Air Technologies Corp. (WAB) is a company the creator likes due to its essential role in the train industry and has owned it for short periods.
Casey's General Store is a company the creator likes but finds too expensive at 42x earnings, wishing to buy it closer to 21x earnings or around $450.
Blackstone is seen as a company with strong earnings growth potential, but it is currently considered more than fairly valued at around 26 times earnings, making it less attractive for new purchases at this level.
Nvidia is mentioned as a commonly covered mega-cap stock with strong performance in the AI space and good cash flow generation, with the creator believing Jensen Huang's actions generally benefit the company.
Amazon is a top priority buy, with the creator believing it could double in two years based on operational cash flow growth and an 18x multiple, making it attractive even after its recent rally.
Microsoft, which the creator had been recommending all year, is no longer a screaming buy after its recent run-up from $400 to $500 per share, though they are happy to hold it.
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Tracked calls opened from this post
AMZNbuy opened Aug 13, 2026
-6.65%