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THE MONEY IDEA💡
4 Stocks Still Worth Buying After Earnings
Welcome, we are {{active_subscriber_count}} Money Masters and counting!
The Federal Reserve remains difficult to read, while higher bond yields are keeping pressure on companies that need perfect conditions to justify their prices.
For disciplined investors, the better opportunities are appearing in high quality businesses where earnings supported the long term thesis and the valuation still offers room for appreciation.
Market Mood: Earnings Reality Check 📊
Conviction Level: ●●●●○ (4/5)
Several wide moat businesses remain attractively valued after solid earnings, although the uncertainty surrounding interest rates requires careful stock picking.
We’ve also opened the Money Masters Community for readers who want to go deeper than weekly headlines and build real investing discipline over time.
Inside is a simple 7 step system to financial independence, along with ongoing insights to help you stay consistent as markets shift.
Now let’s dive in↓
This week’s opportunities span energy infrastructure, financial data, wealth management, and defense.
THE MONEY IDEA💡
4 Stocks Still Worth Buying After Earnings
Bottom Line: Baker Hughes looks increasingly attractive after Morningstar raised its fair value estimate and recognized a stronger multiyear opportunity across its data center power systems and natural gas equipment.
Data Center Demand: Growing electricity requirements from artificial intelligence infrastructure could support long term orders for Baker Hughes power systems and related industrial technology.
LNG Opportunity: Continued investment in liquefied natural gas facilities creates demand for specialized equipment that Baker Hughes is well positioned to supply.
Order Visibility: Long duration projects and an expanding backlog provide greater visibility into future revenue than investors typically associate with an energy services company.
Capital Allocation: Morningstar upgraded Baker Hughes to an Exemplary Capital Allocation Rating because management is expected to generate attractive returns from future investments.
Valuation Support: Shares trade roughly 17% below Morningstar’s new $73 fair value estimate after the valuation was raised from $60.
Do This Next: Consider Baker Hughes as a diversified energy infrastructure holding that can benefit from both traditional energy investment and rising power demand from data centers.
Bottom Line: S&P Global remains attractively priced because fears that artificial intelligence will weaken its business appear greater than the actual threat to its ratings, data, and index franchises.
Ratings Leadership: S&P Global operates one of the world’s dominant credit ratings platforms, where regulation, reputation, and established issuer relationships create significant barriers to entry.
Index Strength: The company owns widely followed benchmarks that support recurring licensing revenue from asset managers, exchange traded funds, and financial institutions.
AI Resilience: Morningstar believes artificial intelligence is unlikely to replace the regulatory standing, trust, and proprietary information embedded in S&P Global’s core businesses.
Growth Profile: Morningstar expects the ratings business to grow at a high single digit rate through the cycle, supported by pricing and nominal economic growth.
Share Repurchases: Management expects more than $7 billion of buybacks in 2026, allowing the company to retire shares while the stock remains undervalued.
Valuation Gap: Shares trade roughly 17% below Morningstar’s $505 fair value estimate.
Do This Next: Treat S&P Global as a long term financial infrastructure compounder and allow its recurring data, ratings, and index revenue to work over time.
Bottom Line: Charles Schwab combines a durable cost advantage with strong client relationships, improving product capabilities, and a long runway across brokerage and wealth management.
Scale Advantage: Schwab’s enormous client asset base allows the company to spread operating costs across a larger platform and compete effectively on pricing.
Asset Growth: Rising markets and continued client inflows can steadily expand the assets from which Schwab earns administrative, advisory, and interest related revenue.
Wealth Expansion: The company is deepening its presence in wealth management, giving clients more reasons to consolidate financial relationships within the Schwab ecosystem.
Earnings Outlook: Morningstar forecasts approximately 10% annual revenue growth and nearly 14% annual diluted earnings growth over the next decade.
Competitive Position: A strong balance sheet, broad product offering, and durable cost advantages support Morningstar’s wide economic moat rating.
Valuation Gap: Shares trade roughly 15% below Morningstar’s $124 fair value estimate.
Do This Next: Consider Schwab as a core financial holding and build exposure gradually as the company compounds client assets and expands higher value services.
Bottom Line: Northrop Grumman offers investors exposure to rising defense demand through programs that remain early in their lifecycles, while the recent pullback has reopened an attractive valuation gap.
Program Visibility: Major commitments such as the B-21 bomber and Sentinel missile provide Northrop with long duration revenue opportunities tied to national defense priorities.
Global Spending: Higher defense budgets across the United States and allied countries could support additional demand for aerospace, missile, and strategic systems.
Competitive Moat: Specialized technology, government relationships, and high switching costs contribute to Morningstar’s wide economic moat assessment.
Margin Potential: Profitability could gradually improve as programs move from costly development stages into higher margin production contracts.
Earnings Support: Morningstar expects average revenue growth of roughly 5.1% over the next five years, supported largely by existing program commitments.
Valuation Gap: Shares trade roughly 14% below Morningstar’s $630 fair value estimate.
Do This Next: Consider Northrop as a long term defense holding where established programs and improving production economics can support steady value creation.
MEME CORNER😁
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ACTION PLAN✅
Let’s Make Money Today!
Quick Money: Focus on companies whose earnings confirm the long-term thesis while the stock price still leaves a reasonable margin of safety.
$BKR Consider for diversified exposure to LNG, industrial technology, and the growing power demands created by data center expansion.
$SPGI Accumulate gradually as a wide moat financial data business where concerns about artificial intelligence appear overstated.
$SCHW Treat as a core financial platform supported by scale, client asset growth, and expanding wealth management capabilities.
$NOC Consider for long term defense exposure backed by early stage programs, international spending growth, and durable government relationships.
Optional Deep Dive
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If you want to apply this consistently:
QUOTE CORNER📄
Quote of The Week
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