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☕ Yes, shares are still inexpensive – and I hope to heck you own a few

Apr 26, 2024

Good morning! 👋

My hat’s off to everyone who’s been paying attention to what I’ve been saying about Microsoft, AI and why that’s an amazing combination for investors.

I hope you’re on board (or that you will be shortly if you’re not) because shares are still tremendously undervalued and inexpensive as hard as that is to imagine.

You may enjoy my conversation and my take as to why that’s the case with the always on point Richard Dean in Dubai as we talked about yesterday’s action (Watch)

Meanwhile, here’s my playbook.

1 – Alphabet’s adulting

Brilliant and, honestly, I didn’t think the company had it in ‘em.

A dividend and a buyback – wow!

What impresses me most, though, is that CEO Sundar Pichai really has his act together. It's been a long time since I’ve heard him so focused and articulate. (Watch)

That said, Google faces serious legal challenges ahead, so Pichai’s got his work cut out for him.

2 – Microsoft: another Michelangelo of an earnings report

If I’ve said it once, I will say it again .... the path to profits starts with buying great companies when they’re put on sale.

Wall Street has been doing everything it can to scare investors out of the markets lately and, I might add super effectively.

Nadella didn’t get the memo.

Total revenue increased 17% while net income increased by nearly 20%.

What catches my attention and should catch yours is that Azure and other cloud services revenues jumped 31% with a full 6-7% from AI.

Not enough for you?

Imagine what happens when those numbers double!

The longer you wait, the harder it’s going to be to catch up.

$500 a share - a projection I made on national TV at a time when Wall Street was almost universally negative on the stock, and which stopped the super-savvy Stuart Varney cold – isn't that far away.

OBAers, of course, know all about where this is going. I’d love to welcome you to the family if that’s of interest. Upgrade to Paid

3 – Palantir: Another day, another partnership

This time AI and medical clinical development, another milestone I’ve repeatedly told you was imminent. (Read)

Palantir has returned 191.21% over the past 12 months versus the S&P 500 which has logged an equally impressive but substantially less 27.14% over the same period.

Keith’s Investing Tip: I hear constantly from investors who lament that they didn’t buy companies like MSFT, AAPL or even TSLA “back in the day” because those stocks have returned thousands of percent. Then, in the same breath, they chicken out when a company like Palantir comes along. Makes no sense!

4 – Pfizer's new drug is the future of medicine

The FDA approved Pfizer’s new drug, Beqvez, yesterday. If you’re keeping score, it’s Pfizer’s first US approved gene therapy and will be available starting this quarter. (Read)

Personally, I’ve got a huge problem with the fact that it’s apparently going to be $3.5 million before insurance and other rebates but that’s a different story for another time.

This is a one-time treatment and the future of medicine.

The company’s been beaten to smithereens and at these price levels strikes me as a no-brainer, especially if you’re as interested in dividends and appreciation as I am.

What’s more, and in keeping with something one of my mentors drilled into my head a long time ago, the best time to buy is when others are selling despondently.

Pfizer certainly fits that description.