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My Best Stock Ideas Right Now

My Best Stock Ideas Right Now

Caleb Franzen's avatar
Caleb Franzen
Mar 23, 2025
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My Best Stock Ideas Right Now
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Investors,

The S&P 500 is down -7.98% from its all-time high daily close.

This has been a “garden variety” pullback at the index level, but the pain under the hood has been much more traumatic, particularly in certain sectors & industries.

While I still think it’s prudent to be patient & defensive in this current market environment, I recognize that the thousands of investors who are subscribed to Cubic Analytics might have different views, perspectives, goals and strategies.

Many investors feel like this is the time to be opportunistic and to begin allocating capital into attractive companies, with the expectation that this bull market will remain intact.

I can’t blame them, either.

There are an abundance of stocks with rock-solid fundamentals that have fallen -20% to -40% in a matter of weeks, without any significant deterioration in the original investment thesis. They’ve simply been punished by the macro environment itself rather than any company-specific issues.

The good news?

There are a bunch of stocks that are trading at massive discounts right now.

The bad news?

Just because stocks are trading at a discount relative to their recent valuations doesn’t mean that they can’t trade at a bigger discount in the near future.

The purpose of this newsletter is to highlight the individual companies and stocks that have been beaten up the most, as they might be the most attractive discounts in the entire market.

Specifically, this report contains 20 stocks that I think you should have on your radar.

These are companies with rock-solid fundamentals, particularly across the growth theme, that I think are offering extremely attractive opportunities for long-term investors who are willing to stomach short-term volatility. Additionally, none of the stocks mentioned in this report are members of the Magnificent 7.

Let’s begin.

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