ServiceNow is a hold mentioned as a software stock to monitor alongside the creator's primary picks.
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5 Stocks I’m Buying in March 2026
Let's Talk Money! with Joseph Hogue, CFAMar 11, 2026
Joseph Hogue, CFA, provides a comprehensive market analysis for March 2026, addressing extreme volatility and geopolitical tensions involving Iran. He identifies five primary stocks for purchase—Netflix, United Natural Foods, T-Mobile, CrowdStrike, and AppLovin—focusing on their fundamental strength, operational efficiency, and ability to leverage revenue into significant earnings growth. The content emphasizes a strategy of balancing high-growth tech and cybersecurity names with defensive consumer staples and telecom stocks to mitigate risks while capitalizing on attractive valuations following recent market dips.
Linked Mentions
Tickers discussed in this post
Salesforce is a hold mentioned as a software stock to monitor alongside the creator's primary picks.
AppLovin is a buy for its massive revenue growth and exceptional efficiency in converting revenue to net income.
Palo Alto Networks is a hold as a more profitable but slower-growing alternative in the cybersecurity space.
Fortinet is a hold as a more profitable but slower-growing alternative in the cybersecurity space.
CrowdStrike is a high-conviction buy as AI threats increase the necessity and budgets for cybersecurity solutions.
T-Mobile is a buy due to its dominant 5G market share and ability to grow earnings faster than revenue.
UNFI is a defensive pick offering safety in a recession and massive earnings growth through operating leverage.
Netflix is a buy due to its recession-proof model, a $2.8B breakup fee windfall, and efficient international production.