Hey there, Charles here.

It’s the day before our State of the Market Ticker Highlight show.

And despite our amazing track record (which you can see at this link), it may be the last one we ever do.

We already know the stocks Hans, Licia and Andrew love and hate.

• Licia is digging Keurig Dr Pepper (KDP) and not into Robinhood Markets (HOOD)
• Andrew thinks Apple (AAPL) is doomed and Cal-Maine Foods (CALM) is going places
• Hans loves Goldman Sachs (GS) and hates Visa (V)

Now it’s time to see what Mark thinks.

Find out below

One to Love: Amazon (AMZN)

I’ve never seen Amazon trade at a 30 P/E ratio. Ever. Think about that for a second. One of the world’s most dominant companies (AWS printing money, e-commerce dominance, unmatched logistics network) is trading at the lowest price-to-earnings ratio I’ve ever witnessed.

This isn’t about fundamentals. Amazon is essentially flat year over year despite massive earnings growth. All that fundamental improvement got completely priced out by market-wide forced selling. When quality gets thrown out with the bathwater, that’s when I pay attention.

One to Fade: General Aerospace (GE)

We’re starting to see money rotate out of General Aerospace as it ran up over 35% year to date.

Persistent issues in the supply chain, including labor shortages, material constraints, and elevated logistics costs, continue to weigh on GE’s Power and Renewable Energy segments. These challenges have delayed engine deliveries (e.g., LEAP engines) and increased costs, offsetting gains in commercial aviation.

GE topped a week after earnings on 10/29 at $314. It’s been trending down since and has lost 8.3%.

Your only option,

Mark Sebastian

The big decision happens this morning  at 10:00 a.m. 

Click on the blue to get a reminder as soon as it goes live..

Take care,

Charles Delvalle

Managing Editor