Netflix is a great long-term holding with a strong entry point after a significant price drop, benefiting from subscriber trends and price increases.
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4 Mispriced Stocks
Ticker Take with Jon ErlichmanMay 7, 2026
The creator discusses four mispriced stocks identified by investor Liz Miller, who builds portfolios based on macroeconomic trends. Miller focuses on companies that align with positive long-term trends like AI and an aging population, while also offering good value and strong fundamentals. The first two picks, Toll Brothers and Lennar, are in the homebuilding sector, which is seen as an opportunity due to a significant housing deficit and potential rate decreases.
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Tickers discussed in this post
Microsoft is a buy due to its AI leadership, a new in-house AI chip, and a historically low forward PE not seen in over a decade.
Lennar is a buy, benefiting from the same positive macro trends and housing deficit as Toll Brothers.
Toll Brothers is a buy due to the strong tailwinds in the homebuilding sector, driven by a housing deficit and potential rate declines.