5 BEST Stocks to BUY Now (I'M BUYING)

You want to know what are the best stocks to buy right now? I've got five stocks that I think are attractive right here right now. Let's go. First there's seven things that you need to know. This week has been absolutely crazy. Opendoor up 60% today. It named a former Shopify executive as the new CEO. Larry Ellison briefly became the world's richest person dethroning Elon Musk yesterday just to lose that almost immediately back to Elon. Oracle stock ripped 36% in a single session yesterday which added an eye-watering $240 billion in market cap. That's like adding the entire company of Nike and CrowdStrike while having $20 billion left over to buy Wingstop and Celsius. All four of those companies combined would equate to that market move yesterday. Inflation data, PPI, wholesale a little bit lighter than expected yesterday. CPI came in slightly hot today. The job market is not looking good. Check out those revisions. And the Fed likely cuts rates this coming Wednesday, September 17th. Of course this could move markets because you have Jerome Powell doing a press conference at 2 30 p.m. Eastern. First let's talk about TradeDesk. A double whammy yesterday. Two different things happened almost simultaneously. The first thing that happened is Morgan Stanley moved to the sidelines on TradeDesk on mounting concerns over growth and cut the price target from $80 to $50. The 12-month price target is $50 for Morgan Stanley. Now with that said there are plenty of analysts that are still bullish on the stock and of course you don't buy or sell just because Wall Street analysts say it's a buy or sell or have a price target of this or that but you can see a revision down on a lot of these from $105 to $80 from $100 to $50 from $83 to $60 and so on. So when you look at this category, the prior price target, that's going to be higher than most of the current price targets. With that said, you do see $110 here, $100, $105. If I'm buying it at $55 that's 100% upside. The problem is the analysts are very mixed and furthermore the sentiment is very bad. It's basically next to zero. Not many people want to buy the stock. The second thing that happened yesterday and this really was Now I do think that this is misunderstood and I'm going to tell you why. First a little bit of edification on TradeDesk in case you don't know what it does. The company aligns agencies with their brands. Now this side is advertiser, this is publisher. So TradeDesk is going to be on the buy side advertiser side and that's what's known as a DSP. Now this is important so pay attention to this part. You'll see Amazon also listed as a DSP but it functions as a walled garden. What does that mean exactly? A walled garden is a closed digital advertising ecosystem like Amazon where the platform owner controls user data, advertising tools and measurement within its own environment. So even though it's an Amazon DSP demand side platform, it's a walled garden. The TradeDesk on the other hand is also a DSP demand side platform but it's independent. It focuses on open internet and offering cross device targeting, advanced reporting and media neutrality. Now if you're a person that wants to support the open internet you're going to be a fan of TradeDesk. Why would advertisers want to choose Amazon? Because it's easy seamless integration within the ecosystem but you would use TradeDesk for more comprehensive cross-channel insights and flexibility across a wider variety of publishers and apps. Now on one hand I'll admit that this is a risk for TradeDesk. Disruption is happening in this space so we called you know TradeDesk best of breed and that's been true but the story is changing and disruption is happening and you have to be aware. The main thing you have to understand here is that Netflix is not getting rid of TradeDesk. Yes Amazon is coming into that ecosystem which provides more competition but the TradeDesk is still a partner of Netflix and Amazon doesn't replace TradeDesk not only at Netflix but within the ecosystem itself. Neutrality that TradeDesk offers is really going to complement Amazon's walled garden approach rather than completely directly replacing it or making it a full substitute. Advertisers are going to use both in many cases to diversify their strategies. Now I've been around the block I've been investing 30 years and I'm not naive I'm not saying that competition from someone like Amazon is is a good thing I'm not saying it's a good thing. The Amazon effect is real and Amazon is absolutely crushing it with digital advertising. Now if you watch my top 10 high conviction stocks to own for the next decade Amazon is number one on that list and TradeDesk is nowhere to be seen on that list. So obviously if you're gonna buy one company it's Amazon but not necessarily just for ads that's just one tentacle within the octopus. The TradeDesk is still a major player and I think at these prices it gets attractive but I would treat it more as a speculative type play because of the disruption that's happening in this sector. The TradeDesk has a very strong profit margin 79%. Now this is a unique model that falls more in that recurring revenue so you would use those SaaS software as a service type names for comps and I'll get to those in a second but I want to show you the growth here 23% 19% very solid growth. The valuation you could look at something like a four gap p ratio and say 55.77 is really expensive but you have a lot of recurring revenues with these contracts. Price to sales forward 7.88 which is expensive but compared to a lot of stocks that we just looked at on chart day a couple days ago we're seeing some insane valuations right now 150 price of sales and so on. I'm not saying that that justifies paying 7.8 but anything with growth right now has a premium and remember if it has recurring revenue it's also going to carry a higher premium. So this stock is down 55% in the past year down 61% year to date. So is this a bottom feeder is it a value play or a value trap? Well Wall Street and Seeking Alpha analysts both have buy ratings the quant has a sell and you probably know from experience that oftentimes when you see buy buy and sell it's actually a good time to buy. So if you look at those cloud SaaS metrics for trade desk the EVNTM revenue is an 8x which isn't dirt cheap but compared to its peers is pretty attractive for the growth especially when you look at the rule of 40. That rule 40 is a 53% that's the NTM free cash flow margin 28% which is solid the main problem with this the red flag is the net dollar retention is 95% now of course you want that to be over 100% this essentially is telling you that it's losing customers and this supports the fact that it's being disrupted because of that I think the stock could have more pressure and I'm going to show you a chart and tell you where I think it could go. I made a video recently I told you I like trade dollars and I told you it's going to get there of course it's there now it's at $45.64 the April lows was $42.96 I think there's a good chance you go and recess those you could even break those the S2 Fibonacci is below $40 at $39.95 and this S3 which is doubtful but it could happen is $24.20 so I do think there's a chance that this could break $40 a share if you're in our discord you already saw this yesterday if you're not in our discord consider joining us but I said I think it could end up under $40 with time this is yesterday around the same time as I'm making this video and it could have saved you a few dollars a share by waiting because I told you is probably gonna go lower I told the gang to be patient and that the trade desk is not a back the truck up not yet anyways now I did buy 10 shares in the community portfolio I just want to communicate with you guys sentiment could make this go lower especially with headlines or anything like that so I do think that $45 is an area that you can buy on trade desk but you have to understand that it can go lower I think longer term if I zoom the lens out maybe 12 months to 18 months I do think this will be a hundred dollars plus per share now I could be wrong and that's why I'm gonna treat this as spec try to keep it a small position your portfolio generally 1% or less all right let's switch gears from digital advertising to cybersecurity and this is in discord under investing trade floor and I'm seeing quite a few buys here for RBRK this is rubric and you can see the stock is down about 3% today and if you look at the last five days we're down close to 12% you can see that rubric reported earnings here a couple days ago it was a beat on the top and bottom lines with strong revenue growth here 51.2% year of a year headline rubric falls on strong q2 performance as value appears mostly priced in we do see Goldman Sachs here actually increasing the price target to 120 from 117 he bank also raised price target from 114 to 117 again this is trading at $78 a share right now hyper Sandler retained its overweight rating $115 price target here they're calling it a Gen Z architecture Mizuho maintain neutral rating and $97 price target overall the earnings call was pretty good management reiterated its confidence in the company's ability to deliver continued top-line growth as well as profitability improvements this is an expensive stock I'll cover the metrics here in a second they did mention AI integration as a key differentiator several times on the call remember this is a fairly new IPO so we don't have a lot of data on the company it does have six point six eight percent short interest around a fifteen point six billion dollar market cap right now this is gonna be another SAS company software as a service we got a plus here profitability on seeking alpha I don't necessarily agree with that but I do like the girls profit margins with that recurring revenue around 78% very strong revenue growth 47% thirty four point seven three percent valuation not going to be profitable so price of sales it's gonna be expensive we just talked about on trade desk this one's twelve point six six so let's look at those cloud SAS metrics EV ntm revenue of 13x that's quite a bit more expensive trade desk was 8x but this company is growing it also has a hundred and twenty percent net dollar retention and that rule of 40 ntm is a 51% now one thing I didn't draw attention too much on trade desk is that rule 40 is actually 53% so an 8x on 53% that's why I think it's attractive at this $45 level also a trade desk you have 28% free cash flow margin versus only 7% on rubric rubric is a much younger company and it has a higher growth trajectory you could also say that rubric is more of a disruptor where trade desk is getting somewhat disrupted that of course will affect the valuation and the premium that investors are willing to pay for it and yes I understand these are very different businesses I'm not trying to compare apples to apples looking at a chart you can see brand new listing IPO April 2024 $28 rips all the way to 103 drops to $47 here in April pretty much anything you bought in April you did pretty well on it the stock is trading currently around this s2 Fibonacci the s3 Fibonacci is $72.95 I told the gang in discord under Eric's watch list that rubric is probably a buy $75 or less which might not happen but that s3 again is $72.95 so just one week ago I did a top three stocks to buy and I told you that one of the stocks on the list you could buy and get a better cost basis at that price that day than what I had I was down 5% now I'm up like 6% on this stock but I still think it's a buy any guesses get lab it's popped about 10% in the last five trading days you know the story on this one I've covered it several times 80% gross profit margins we really need to look at those cloud SAS metrics and I'll get to those in one second revenue growth here a plus on seeking alpha 25% valuation another software's a service company SAS company so it's not gonna have that P ratio price of sales for on this one eight point six seven so looking at those cloud SAS metrics even TM revenue on get lab is a 6.8 X which I believe is attractive 17% this is next 12 months free cash flow margin the next 12 months rule of 40 projection is 46% again anything over 40 is a solid number and this net dollar retention is very strong 121% and this is telling you that customers are not only staying with the platform they're spending more money with the company as well now of course I prefer the stock lower $45 or less DCA with a preference below $40 you can see it got in the 37 38 range the first time was in April and then closer to 39 here just a couple weeks ago and the stock is really ripped from 39 to 49 you say well why would you still want to buy it here this are three upsides 57 and you can see we had a double top around 75 here I'll say it again it's never a reason to buy or sell a stock because of an analyst price target but Guggenheim just started this as a buy with a $70 price target that's something like a 40% upside from here and based on my own projections I think get lab is a $75 stock over the next 12 months so even though you've missed this run from here I think there's potential to get up here my preference is still gonna be $45 or less DCA but if you get it at 49 I still think there's upside understand that it might not be a straight line it might go back to 45 or even less and you would dollar cost average those prices in order to do that you have to have conviction so make sure you watch some previous videos where I go into deeper dives on what this company is all about and why I'm bullish on it all right next guys I'm gonna give you a three for one rapid fire so you're gonna get a total of six stocks I've already covered three I'm gonna cover two more that the community are buying and they think they're attractive at these prices and then one stock that I'm buying myself for my dividend portfolio the first one's Chipotle ticker is CMG now if you don't know this I own part of a restaurant right so I typically don't buy a lot of restaurant stocks I do have some Wingstop you have some Texas Roadhouse I like this company but I'm not looking to add any more restaurant stocks at this time now profitability you look at this and say 40% if you're used to the tech world that seems low but it's pretty darn good actually for a restaurant and with that said understand these are lower margin type businesses so net income per employee you have a lot of employees you're making less than $12,000 versus a lot of these tech companies are making millions of dollars per employee the growth it's really kind of in between growth and mature growth I guess valuation wise it's not your cheap you know 32 gap for P ratio it's about a 52 billion dollar market cap the good thing here I think is that short interest is only 1.6% so people aren't really betting against it at these prices it is down about 29% in the past year down 36% year-to-date so I think the people that are buying it think that hey it's beat down it might be an opportunity now of course there are fundamental reasons for the stock being down we're not gonna spend a lot of time covering that right now and when you buy a stock 99% should be fundamental analysis the last 1% is the chart so assuming you do that homework and you like the company to fit your blueprint the next thing you do is you come in here and you look at the chart as that last piece and this s3 Fibonacci 3944 it broke through that now the previous s3 Fibonacci is down here at 3245 and for me I think it gets really interesting 35 or less but more than likely it's not not gonna get there in fact buyers are coming in right at these levels now so more than likely you're gonna be dollar costs averaging below $40 on CMG the next one is Samsara IOT is the ticker now this did beat on the top and bottom lines you've seen this on a lot of these stocks where they have a double beat they still sell off guidance and so on but 30.4% year-to-year growth is solid it's another software as a service recurring revenue company so 77% margins this one has a 12.1 X EV ntm revenue 12% free cash flow the ntm rule 40 is 44% and that net dollar retention is 105% now I've been adamant about $30 or less DCA and it just teases it and never gets there you can see 3140 3168 I've got an order in to buy it 2997 it hasn't happened it's okay it's a fringe play it's not a core I don't have to own it I missed the rip up I think there's more upside potential here you're looking at probably 42 $43 on the upside though the stock at one point was $62 I don't think it's gonna get to $62 anytime soon I do think you can see 45 maybe even 50 over the next 12 months and a lot of members have been buying this stock and this last one is down 38% in the past year down 32% year to date pays you over a 5% dividend yield 56 years of dividend growth I'm buying this in the dividend portfolio again that portfolio is focused on passive income not on growth I like this stock really anything $100 or less DCA if you can get it below 90 of course even better I think I have a cost basis around $95 so I'm down something like 5% on this I think longer term that target will do fine and I'm not buying this because I think it's gonna double overnight I'm buying it because it has a solid dividend and I believe it's a safe dividend and fits perfectly in that dividend portfolio it might not be for every portfolio if you're a young investor in the accumulation phase this probably isn't your huckleberry thanks for watching guys if you're new here make sure you subscribe to the channel so you don't miss videos like this one take care