S&P Global is a compelling buy, trading near 52-week lows with strong analyst ratings and a reasonable valuation for its business type.
Source Post
I Found the Stocks Congress Is Quietly Buying
Dividend TalksMay 9, 2026
The creator discusses the recent stock market rally, particularly in Mega Cap Tech and AI stocks, and highlights congressional trading disclosures as a potential signal for investors. The first stock analyzed is ASML, a key player in the semiconductor supply chain, which has seen significant insider buying and strong performance, though valuation concerns are noted.
Linked Mentions
Tickers discussed in this post
McDonald's is an interesting contrarian buy due to its brand, below-average valuation, and above-average yield, despite recent weakness.
Broadcom is a top-tier business with strong AI exposure and growth, but its high valuation warrants caution against chasing the stock.
Procter & Gamble is a defensive cash flow machine that has underperformed, with cautious ratings and weak growth prospects, making it a hold.
Coca-Cola is a wonderful company and a defensive compounder, but not a compelling buy at current valuations; a hold or buy on weakness is recommended.
American Express is a premium financial compounder trading at a discount due to market fear, offering a potential margin of safety and upside.
ASML shows strong fundamentals and strategic importance, but current valuation and limited upside suggest a hold.