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THE MONEY IDEA💡
4 New Buys for the Long Term
Welcome, we are {{active_subscriber_count}} Money Masters and counting!
Even as markets flirt with record highs, Morningstar’s newest research highlights four fresh names that still trade below their true worth. These companies stand out for their resilience, steady cash flow, and long-term growth potential across industries that can weather shifting cycles. If your focus is on building lasting wealth rather than chasing short-term rallies, these are four new buys built for the long term.
Let’s dive in.
Today we stand tall.
THE MONEY IDEA💡
4 New Buys for the Long Term
Bottom Line: The largest U.S. independent broker-dealer, newly upgraded to a wide moat as scale and switching costs deepen its long-term edge.
Advisor Gravity: With over 29,000 financial advisors and 10 million client accounts, its platform has become too valuable for advisors to leave.
Revenue Engine: Assets under management rise alongside the market, feeding steady fee income growth and expanding operating margins.
Strategic Edge: LPL’s integrated technology, custody solutions, and marketing tools keep it ahead of smaller competitors struggling with costs.
Capital Allocation: Consistent free cash flow funds tech reinvestment, recruiting, and buybacks while maintaining balance-sheet flexibility.
Market Disconnect: Despite its durable moat, the stock trades at a 38% discount to fair value, offering asymmetric upside for patient investors.
Do This Next: Build a core stake and let asset growth, higher fee capture, and advisor inflows do the compounding over time.
Bottom Line: A collection of market-leading specialty manufacturers with pricing power and a long history of high returns on invested capital.
Moat Mechanics: Switching costs and proprietary designs give its niche businesses dominant share positions across critical fluid and metering applications.
Temporary Weakness: Tariff uncertainty and softer global demand weighed on margins, creating a rare value window in an otherwise premium name.
Capital Discipline: Management deploys excess cash into bolt-on acquisitions that enhance scale and synergies without diluting shareholder value.
Proven Model: Returns on invested capital remain in the teens, reflecting strong capital allocation and efficient integration of new assets.
Five-Year Outlook: Analysts project 7% revenue growth and over 11% annualized earnings expansion as margins normalize through 2026.
Do This Next: Accumulate gradually on weakness and hold through the recovery in industrial demand and operating leverage.
Bottom Line: A small-cap growth story temporarily derailed by cost inflation and execution hiccups, now trading near multi-year lows.
Category Growth: Refrigerated pet food continues to gain share from dry and canned formats, with repeat buyers driving double-digit sales growth.
Expansion Phase: New plants and distribution centers boost capacity, setting the stage for gross margin improvement as fixed costs stabilize.
Execution Focus: Management has refocused on profitability after aggressive past expansion, signaling a more disciplined growth approach.
Earnings Ramp: Morningstar expects 40% compound annual EPS growth over five years as scale offsets earlier inefficiencies.
Valuation Catch-Up: Shares trade near 18x 2027 earnings versus over 50x this year, implying long-term upside if the turnaround holds.
Do This Next: Start small, monitor quarterly progress on margins and cost control, and add exposure once consistency returns.
Bottom Line: A global leader in diagnostic imaging and ultrasound poised for multi-year growth as healthcare investment rebounds.
Moat Proof: Intangible assets and high switching costs keep hospitals locked into GE’s ecosystem for service, maintenance, and future upgrades.
Demand Visibility: A strong backlog and new product pipeline provide multi-year revenue clarity even amid global economic noise.
Tariff Relief: Early-year concerns over trade exposure are fading as management offsets costs and diversifies supply chains.
Margin Recovery: Efficiency gains and easing logistics headwinds should drive operating margins back toward pre-spin levels.
Steady Compounding: Rising healthcare demand and recurring service revenue position GEHC as a defensive compounder through any cycle.
Do This Next: Add on pullbacks and hold through 2026 as backlog conversion and innovation lift earnings power.
Double “ouch”.
ACTION PLAN✅
Let’s Make Money Today!
Quick Money: Pair small-cap quality with European exposure to balance valuation and growth. Consider Avantis U.S. Small Cap Equity ETF $AVSC ( ▲ 0.57% ) for domestic discount capture and iShares Core MSCI Europe ETF $IEUR ( ▲ 0.28% ) for undervalued international exposure.
$LPLA ( ▼ 3.73% ): Build a core position and hold as rising AUM and advisor retention boost operating leverage.
$IEX ( ▼ 2.41% ): Accumulate on weakness and ride the normalization in industrial demand and margin expansion.
$FRPT ( ▼ 3.32% ): Take a starter position and scale slowly as management restores growth discipline and margin consistency.
$GEHC ( ▼ 4.33% ): Add on dips and hold for steady earnings growth fueled by backlog strength and easing tariffs.
If you’re looking for more smart, actionable ideas beyond this week’s picks, we’ve gathered a short list of other high-quality newsletters worth your time.
See our curated picks here — practical insights on money, work, and life from trusted sources.
QUOTE CORNER📄
Quote of The Week
-Jim Rohn
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The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.