Service Now is a quality business but comes with more baggage like cycle risk and valuation risk.
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Congress Keeps Buying These Stocks
Dividend TalksApr 13, 2026
The creator analyzes stocks being purchased by members of Congress, noting that these are often high-quality companies trading at attractive valuations. The analysis focuses on Mastercard (MA) and Intuit (INTU), suggesting that while Congress's buys are noteworthy, investors should still conduct their own due diligence.
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Tickers discussed in this post
MSCI is liked, but ranked below the top tier names.
Micron is a buy as a cyclical AI beneficiary with strong earnings momentum and a low multiple.
UnitedHealth is a high-quality franchise that Congress is buying while sentiment is weak, offering an attractive valuation and yield.
Alphabet is a world-class business with strong cash generation and AI potential, but its current valuation is not attractive compared to its historical levels.
Alphabet is an easy buy as Congress is not buying a turnaround or deep value situation.
SAP is a compelling buy due to its reasonable valuation after a significant rerating and a solid business.
MercadoLibre is a great business but its valuation makes it a watchlist buy rather than a screaming bargain.
Service Now is a high-quality growth stock with a major valuation reset, offering significant upside due to a low free cash flow growth pricing.
S&P Global is a high-quality business with recurring revenue, presenting a buying opportunity on weakness with a solid margin of safety.
Intuit is a dominant software business with a sticky ecosystem that has been significantly repriced by the market.
Mastercard is a high-quality compounder trading at a more reasonable valuation than usual, making it an attractive buy.