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THE MONEY IDEA💡
4 Stocks Poised to Climb
Welcome, we are {{active_subscriber_count}} Money Masters and counting!
Markets may be near record highs, but Morningstar analysts see select opportunities that still trade at meaningful discounts. These four names combine catalysts like cost savings, policy support, and structural demand trends that set them apart from the broader market. For investors willing to act now, these are stocks with the potential to climb higher as the next leg of the rally unfolds.
Let’s dive in.
A more difficult climb than one from owning these stocks.
THE MONEY IDEA💡
4 Stocks Poised to Climb
Bottom Line: A 5-star-rated lithium producer trading at deep discounts despite long-term supply-demand imbalances favoring higher prices.
Discounted Entry: Shares roughly 50% below intrinsic fair value despite structural EV demand growth.
Resilient Operations: use cost improvements and portfolio pruning to withstand cyclical downturns in pricing.
Policy Tailwinds: U.S. critical-minerals programs support favorable financing and future offtake agreements.
Cash Flow Leverage: Profits can inflect sharply higher when lithium prices stabilize or climb in 2026 and beyond.
Strategic Positioning: Diversified global supplier status makes Albemarle a cornerstone in the EV battery chain.
Do This Next: Add shares opportunistically and scale exposure as lithium fundamentals tighten.
Bottom Line: The premier LTL carrier with unmatched service, ready to capture market share when freight volumes rebound.
Service Leadership: 99% on-time delivery and minimal claims drives sticky customer relationships.
Cycle Reset: Potential discounted entry after volumes soften across the industrial economy.
Margin Discipline: Revenue keeps profitability superior to peers even in weak demand periods.
Capacity Expansion: Ongoing fleet and terminal investments positions ODFL for quick growth on recovery.
Long-Term Tailwind: E-commerce and reshoring adds structural freight demand on top of cyclical rebounds.
Do This Next: Start a position now and scale as industrial activity shows signs of bottoming.
Bottom Line: A global shipping giant cutting billions in costs while leaning into e-commerce and healthcare growth.
Cost Savings: DRIVE program already exceeds $2 billion with more benefits expected through 2026.
Network Integration: Route efficiency and asset utilization improvements across Express and Ground.
Revenue Diversity: Company spans global trade, small-parcel growth, and specialized healthcare logistics services.
Valuation Appeal: Shares still trading below historical averages despite margin expansion potential.
Capital Returns: Shareholders benefit from growing free cash flow that funds buybacks and debt reduction.
Do This Next: Buy on earnings volatility and hold as transformation benefits build into 2026.
Bottom Line: A critical U.S. lithium project gaining government backing that could secure long-term economics.
Government Stake: Potential to align U.S. policy directly with Thacker Pass’s success.
DOE Financing Talks: Aims to restructure a $2.3B loan on favorable terms that lower execution risk.
Sector Catalyst: U.S. policy moves have already lifted sentiment across lithium developers.
Project Importance: Its position as the largest planned U.S. lithium source ensures strategic value regardless of pricing swings.
Upside Potential: Company grows further if final terms include price guarantees or long-term offtake support.
Do This Next: Enter cautiously with a starter position and add once government terms are finalized.
Hopefully won’t have to wait for lithium investment gains as much.
ACTION PLAN✅
Let’s Make Money Today!
Quick Money: Pair exposure to lithium with transport to express this week’s catalysts without single-name concentration. Consider Global X Lithium & Battery Tech ETF $LIT ( ▲ 3.98% ) for full-cycle lithium exposure and iShares U.S. Transportation ETF $IYT ( ▲ 0.63% ) for diversified logistics.
$ALB ( ▲ 6.19% ): Build a core position and monitor cost/FCF milestones as lithium prices stabilize.
$ODFL ( ▲ 0.89% ): Start small and scale on improving tonnage and yield trends into 2026.
$FDX ( ▲ 1.23% ): Buy on earnings noise while DRIVE savings drop to the bottom line.
$LAC ( ▲ 5.94% ): Keep sizing conservative until final government-stake terms are published, then reassess upside.
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
-Peter Lynch
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