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THE MONEY IDEA💡
Don’t Miss These 4 Buys
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With the Fed easing and markets grinding higher, select mid-cap names still trade at steep discounts while the spotlight stays on mega-cap momentum. Morningstar experts highlighted four overlooked companies that combine resilient cash flows, undervalued multiples, and steady long-term growth drivers. These are the kinds of opportunities that can quietly compound before everyone else finally notices.
Let’s dive in.
What they’ll say when you don’t miss these 4 stocks.
THE MONEY IDEA💡
Don’t Miss These 4 Buys
Bottom Line: A wide-moat orthopedic franchise trading cheaply despite strong demographic tailwinds supporting durable long-term demand.
Discount Window – Shares rated 4 stars and 23% below fair value, creating room for multiple expansion.
Structural Demand – Aging boomers and active younger patients ensure steady growth in joint replacements.
Moat Strength – Entrenched relationships with hospitals and surgeons create high switching costs.
Conservative Model – Morningstar assumes only 3.5% revenue CAGR, leaving upside if growth exceeds.
Margin Potential – Management’s 30% operating margin long-term target compares with 28% modeled, leaving conservative room for upside.
Do This Next: Build a core stake and track progress toward operating margin expansion targets.
Bottom Line: A tower REIT with stable cash flows and a near-5% dividend, poised to benefit if rates trend lower.
Dividend Power – A 4.6% yield offers dependable income in an otherwise volatile market.
Discounted – Shares rated 4 stars and 25% below fair value after selling off on rising yields.
Rate Sensitivity – Stock tends to rebound strongly when long-term Treasury yields drift lower.
Asset Base – Wireless tower portfolio benefits from scale advantages and sticky customer contracts.
Volatility Note – More volatile than typical REITs, giving opportunistic investors multiple entry points.
Do This Next: Accumulate on dips and reinvest dividends to compound long-term returns.
Bottom Line: A narrow-moat medical supplier working through execution issues, with long-term recovery potential as margins normalize and investor confidence rebuilds.
Valuation Reset – Stock trades at a 31% discount to fair value, giving investors a wide margin of safety.
Execution Check – Revenue growth turned positive last quarter and EPS guidance was raised for the year.
Portfolio Refocus – Partnerships in diagnostics allow sharper focus on core medtech operations and efficiency.
Investor Sentiment – Years of underperformance left many institutions light on exposure, setting up asymmetric rebound potential.
Margin Path – As the business stabilizes, mid-single-digit revenue growth could drive double-digit profit expansion.
Do This Next: Accumulate gradually and reassess if guidance gains credibility across multiple quarters.
Bottom Line: A wide-moat leader in network security regaining ground after an earnings miss, with long-term growth driven by cloud adoption and enterprise resilience.
Discount Entry – Shares rated 4 stars and 22% below fair value after a selloff tied to slower hardware sales.
Growth Runway – Expansion into secure access service edge and security operations is compounding 20–30% annually off smaller bases.
Moat Strength – Deep customer integration creates high switching costs while its installed base expands network effects.
Earnings Leverage – Forecasts call for 13%+ revenue CAGR with nearly 16% EPS growth over the next five years.
Forward Lens – Current 31x multiple compresses to ~26x on 2026 earnings, offering valuation relief as growth compounds.
Do This Next: Initiate a position and add incrementally on volatility around earnings reports.
Even Fortinet’s beers have memes too.
ACTION PLAN✅
Let’s Make Money Today!
Quick Money: Mid caps are catching renewed interest as the easing cycle unfolds. Begin with iShares Core S&P Mid-Cap ETF $IJH ( ▲ 1.02% ) and then layer in targeted positions where valuations remain compelling.
$ZBH ( ▲ 1.31% ): Build a long-term position with demographic tailwinds supporting steady demand.
$CCI ( ▲ 1.42% ): Buy on rate-driven weakness, let dividend reinvestment amplify total return.
$BDX ( ▲ 2.22% ): Accumulate on weakness, tracking execution milestones and guidance credibility.
$FTNT ( ▲ 1.33% ): Initiate and add on pullbacks as growth in SASE and SecOps scales into results.
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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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.