Consider taking profits on RTX as its strong performance has priced in all positive catalysts, including strong defense spending.
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3 Stocks 2 BUY, 2 to Take Profits On | Investor's Weekly Playbook
Aug 16, 2026
The creator discusses market performance, economic data like existing home sales, and outlines the video's focus on three buy-rated stocks and two stocks to consider taking profits on. The housing market is graded a 'D' due to declining sales and high interest rates, with implications for consumer confidence and spending.
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Tickers discussed in this post
Consider taking profits on CrowdStrike due to its high valuation and expectations, despite it being a high-quality business.
Alibaba (BABA) is a contrarian buy, as many investors have written off Chinese equities, but the company continues to generate significant cash and dominate e-commerce and cloud services.
Freeport-McMoRan (FCX) is a buy, offering direct exposure to copper, a critical commodity for AI and EVs, with attractive valuation metrics and strong earnings potential.
SoFi Technologies (SOFI) is a buy due to strong execution, membership growth, and an attractive valuation with a PEG ratio below one, despite its stock price decline.