Three investing ideas from James Cook of Matco Financial
Watch ProPicks: 3 Stocks to Buy on Sale
In this episode I spoke with James Cook of Matco Financial. We talked about why he isn’t ready to give up on US stocks just yet and has three non Mag 7 ideas to buy on the dip: Fortinet, S&P Global, and Mastercard. Here’s why he’s bullish on each—and the potential upside he sees.
1. Fortinet (Cybersecurity) FTNT
Why James Likes It:
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Rising Cyber Threats: With breaches like Delta Airlines’ CrowdStrike outage and UnitedHealth’s troubles, cybersecurity spending is set to climb—and Fortinet is poised to benefit.
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Complete Solutions: Offering both hardware and software, Fortinet provides a one-stop shop for clients, unlike competitors focused on just one piece of the puzzle.
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Strong Financials: Consistent topline growth and robust profitability make it a standout at a fair price today.
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Upside Potential: 20-30% (depending on timeframe).
2. S&P Global (Financial Data & Indices) SPGI
Why James Likes It:
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Debt Refinancing Wave: A looming surge in corporate debt refinancing over the next 3-5 years positions S&P Global to profit as a key ratings and data provider.
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New Leadership Energy: Martina Cheung, a 14-year veteran now CEO, brings fresh momentum to this stable, under-the-radar business.
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Tech Advantage: Investments in AI and data monetization strengthen its moat, supporting margin defense and growth.
3. Mastercard (Global Payments) MA
Why James Likes It:
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Global Reach & Margins: A worldwide footprint and disciplined execution deliver impressive profitability, even after a recent 7% pullback from all-time highs.
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Fintech Forward: Strategic partnerships in fintech keep Mastercard ahead in the evolving payments space.
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Long-Term Resilience: Consumer spending, backed by steady US earnings growth (outside GFC and COVID), supports its trajectory.
Don’t miss our next episode! Rebecca Teltscher will be on the show of New Haven Asset Management. She is big on stable dividend paying stocks. She will tell us where she is finding the best opportunities. Submit your questions and you could be featured on the show!
DISCLAIMERS: The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice. The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.
