Zscaler, down 38% year-to-date, is a high-growth name with strong underlying growth despite valuation compression, offering a 38% margin of safety.
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Stock Market Crash: 9 Best Stocks to Buy in April
Dividend TalksApr 15, 2026
The creator discusses the current market sentiment, noting weakness across various sectors and large-cap stocks due to inflation, interest rates, and geopolitical uncertainty. Despite the macro concerns, the focus shifts to identifying undervalued quality stocks for April. Several mega-cap tech names like Microsoft, Meta, and Nvidia are highlighted as attractive due to valuation resets. The video then delves into a list of other promising stocks including Visa, Mastercard, Philip Morris, AbbVie, ADP, FICO, Novo Nordisk, DoorDash, Medtronic, Sea Limited, and Zscaler, categorizing them by risk and potential upside.
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Tickers discussed in this post
Sea Limited, down 36% year-to-date, offers one of the highest upside potentials on the list with strong growth and profitability improvements, despite not looking conventionally cheap.
Medtronic, down 10% year-to-date and trading towards 52-week lows, is a steady, defensive candidate with a very safe dividend and a 11% margin of safety.
DoorDash, down 31% year-to-date, is a higher growth name with strong execution risk but a compelling growth engine, offering a 25% margin of safety.
Novo Nordisk, down 27% year-to-date, looks dramatically cheaper than before, but the upside based on the model is moderate despite the significant multiple reset.
FICO, battered 36% year-to-date, presents an interesting case of a premium quality business being materially de-rated, offering a 16% margin of safety.
Automatic Data Processing (ADP), down 21% year-to-date, stands out as a lower drama, high-quality compounder repriced to a reasonable level, offering a 23% margin of safety.
AbbVie, down 9% year-to-date, offers a compelling combination of quality, income, and reasonable upside with a 20% margin of safety.
Philip Morris International, trading near 52-week lows, is viewed as a defensive quality compounder and income name rather than a deep bargain, offering stability and dependable income.
Mastercard, similar to Visa, is down 14% year-to-date and trading near 52-week lows, presenting a compelling valuation with a 27% margin of safety.
Visa, down 14% year-to-date and trading at 52-week lows, is considered an obvious long-term quality buy with its strong toll booth model and a 28% margin of safety.
Nvidia, despite being less beaten up than others, shows a notable valuation reset with a forward PE of 22 versus a 5-year average of 37, offering a significant margin of safety.
Meta, down 13% year-to-date and heading towards 52-week lows, presents a compelling valuation with a strong advertising business and significant cash generation.
Microsoft, despite recent weakness and trading near 52-week lows, is considered a high-quality business with a significant valuation reset, offering a good long-term compounding opportunity.