NASDAQ is a strong buy at 25x earnings, with potential for 25% annualized returns due to its central role in the electrification trend.
Source Post
5 GARP (Growth At A Reasonable Price) Stocks That I Like Today
Aug 21, 2026
The creator discusses their transition from growth investing to yield-focused strategies for retirement, while still identifying interesting GARP (Growth At A Reasonable Price) stocks. They highlight Broadcom's recent drawdown as a potential opportunity, despite Nvidia surpassing it as their largest holding. The creator also mentions their use of ETFs like SCHD and ADX for diversification and income.
Linked Mentions
Tickers discussed in this post
Masttec (MTZ) is mentioned as an interesting name, but the creator has not bought the dip due to its lack of dividend, which conflicts with personal goals.
Sterling Infrastructure (STRL) is an interesting name playing the AI buildout by preparing data center sites, and its recent dip could be an opportunity despite missing the rally.
GE Vernova is an interesting company, but its accounting complexities and fluctuating EPS make it hard to analyze, and the creator is not as interested at its current valuation.
The creator took profits on a stock that is up 700% in 5 years because it is trading at 45 times earnings, well above its long-term average, and is considered overvalued.
Verive is considered interesting after a selloff, trading at a valuation that suggests a 13% annualized total return, which is attractive to the creator.
Comfort Systems is trading at 40x earnings, which is considered high given its projected growth and a potential annualized return of only 4.3%, making it unattractive.
Rollins (RDLNS) is mentioned as a stock the creator has been buying during its drawdown, but they are not looking to buy more at the current time.
Marvell is mentioned in the context of a news event that caused a selloff in Broadcom, but no specific investment thesis is provided for Marvell itself.
Nvidia has surpassed Broadcom to become the creator's largest holding.
Linked Signals
Tracked calls opened from this post
NDAQbuy opened Aug 21, 2026
-4.58%