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THE MONEY IDEA💡
4 Stocks to Buy During This Pull Back
Welcome, we are {{active_subscriber_count}} Money Masters and counting!
Markets are pulling back as investors digest rate cuts, inflation signals, and shifting expectations for 2026 growth. With the help of Morningstar’s expert research team, we focused on businesses that tend to hold up when sentiment weakens and opportunities start to emerge. This week, we highlight four high quality stocks worth buying during this pullback for long-term compounding potential.
This is the kind of pullback that rewards preparation, not prediction.
Market Mood: Cautious-Constructive ⚖️
Conviction Level: ●●●●○ (4/5)
Pullbacks reflect expectation resets, not fundamental breaks.
Now let’s dive in↓
We have to remember that pullbacks are good too.
THE MONEY IDEA💡
4 Stocks to Buy During This Pull Back
Bottom Line: A wide moat life sciences leader with recurring demand, pricing power, and a clear path back to normalized earnings growth.
Essential Products: Thermo sells mission critical instruments, diagnostics, and consumables that laboratories rely on regardless of economic conditions.
Wide Moat: High switching costs and proprietary technologies make customers reluctant to change suppliers once systems are embedded.
Post Pandemic Reset: Revenue and margins are stabilizing after pandemic driven distortions that temporarily inflated results.
Earnings Path: Morningstar models roughly 10 percent annual earnings growth as operating leverage gradually returns.
Valuation Watch: Shares look fairly valued today but become compelling again if broader markets pull back.
Do This Next: Place TMO on a buy-on-weakness list and scale in only on broad market pullbacks, not stock-specific strength.
Bottom Line: A wide moat pharmaceutical company combining dependable cash flows with pipeline driven upside and income support.
Core Strength: Long patent lives on HIV therapies continue to generate stable, high margin cash flows.
Pipeline Expansion: New treatments in oncology, liver disease, and cardiovascular care diversify revenue beyond HIV.
Launch Momentum: Expanded insurance coverage is improving adoption of newer HIV prevention therapies.
Income Support: A reliable dividend rewards patience while investors wait for pipeline catalysts to mature.
Valuation Setup: Shares trade modestly below fair value after pulling back from recent highs.
Do This Next: Accumulate GILD opportunistically for income and defensive healthcare exposure.
Bottom Line: A regulated utility positioned for steady earnings growth as electricity demand rises alongside data center expansion.
Capital Plan: A $32 billion investment program through 2029 expands the rate base and improves grid reliability.
AI Tailwind: Ohio and Pennsylvania are emerging data center hubs with structurally rising power needs.
Regulated Stability: Earnings visibility remains high due to regulated pricing and predictable cost recovery.
Income Focus: A roughly 4 percent dividend yield provides steady income in uncertain markets.
Discounted Entry: Shares recently moved back into four star territory after a valuation pullback.
Do This Next: Treat FE as a slow-build income position tied to infrastructure demand, not a short-term AI trade.
Bottom Line: A wide moat consumer staples leader finally trading near fair value after years of premium valuations.
Brand Power: Category leading brands maintain pricing power even as consumers become more value conscious.
Cost Discipline: Scale advantages and supply chain efficiency help protect margins through inflation cycles.
Dividend Reliability: A long history of dividend growth makes the company a cornerstone income holding.
Sector Pressure: Weak sentiment across consumer packaged goods has dragged shares lower despite stability.
Rare Setup: Shares now trade at a discount after spending most of the past decade overpriced.
Do This Next: Accumulate PG gradually during consumer staples weakness while waiting for defensive leadership to rotate back into favor.
MEME CORNER😁
Our Favorite Meme of the Day
At least we can still buy the Procter & Gamble stock.
ACTION PLAN✅
Let’s Make Money Today!
Quick Money: Focus on patience and preparation this week by building a watchlist of high quality stocks and waiting for volatility driven pullbacks rather than chasing short term market strength.
$TMO ( ▲ 0.97% ): Buy Thermo Fisher on market pullbacks as normalized healthcare demand supports steady long term earnings growth.
$GILD ( ▲ 2.32% ): Accumulate Gilead on weakness for defensive cash flow, pipeline driven upside, and dependable income.
$FE ( ▼ 0.87% ): Add FirstEnergy for regulated stability and rising electricity demand tied to data center expansion.
$PG ( ▼ 0.73% ): Build Procter and Gamble exposure as defensive consumer leaders regain favor at more reasonable valuations.
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
-PT Barnum
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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.