Buy
15
Hold
1
Sell
1
Watch
7
Listed by the host as an example of the durable high-quality dividend stocks recommended in Porter's book portfolio.
MCD breaking out of downtrend; good long-term opportunity and swing trade to upside; short-term momentum strong, likely to move up over next few trading days.
Boring compounder, good sleep-at-night candidate; forward P/E 20 reasonable but wants lower valuation before buying.
Famous brand with some pricing power, although less than luxury brands.
GLP-1 drugs are headwinds, but real estate is an asset; stock okay sub-220 but not a premium buy
Long-term call options trade (280 strike, June 2027) to capitalize on McDonald's drawdown and historical recovery, strong company with consistent dividend growth, risk/reward favorable with stop near $260 and target $300+.
Double bottom at $264, touching long-term trend line from 2022; potential rotation into defensive stocks.
Exploded 4% on Friday; long-term uptrend tested with V-shaped recovery potential; shares safer, but call options for swings.
Boring but works — no drama, reliable compounder.
Listed among 15 stocks approaching intrinsic value (6-9% return range). Paul will give deeper look if prices fall further in a correction.









