Zoetis offers high upside potential with a 36% margin of safety due to a significant price collapse, but carries high risk.
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Everyone Is Chasing AI… These 7 Stocks Look Dirt Cheap
Dividend TalksMay 14, 2026
The creator discusses how the market is heavily focused on AI and semiconductor stocks, leaving many high-quality companies undervalued. The video aims to identify these overlooked businesses, focusing on compounders, dividend names, and contrarian plays, with a specific mention of Service as an example of a high-quality software company that has been significantly beaten down.
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Tickers discussed in this post
PepsiCo is a defensive dividend compounder with a more attractive valuation and yield after expectations reset.
Home Depot is a cyclical recovery play where the market may have priced in a weak housing environment, offering a 24% margin of safety.
S&P Global is an elite compounder with a de-rated valuation offering attractive entry point.
Mastercard (MA) is a high-quality compounder trading at a discount to its historical valuation while still growing.
Intuit is a controversial stock down significantly year-to-date, with the market concerned about AI's impact on the tax software market, creating a potential opportunity if the underlying business remains strong.
Service Now is a high-quality growth business that has been aggressively derated, presenting a compelling investment opportunity with significant upside potential.
Apple is mentioned as a stock that has been moving higher, indicating the AI trade is still alive.
Tesla is mentioned as a stock that has been moving higher, indicating the AI trade is still alive.
Amazon is mentioned as a stock that has been moving higher, indicating the AI trade is still alive.
Meta is mentioned as a stock that has been moving higher, indicating the AI trade is still alive.
Google is mentioned as a stock that has been moving higher, indicating the AI trade is still alive.
Nvidia is mentioned as a stock that has been moving higher, indicating the AI trade is still alive.