Let's say you just joined the Club, and you are trying to figure out which stocks we think are buyable right now, right here. Ideally, what I would like members to be thinking about is a companion portfolio of up to a dozen stocks to a market index fund position — something we recommend for investors just starting to manage their own money. Your own portfolio. Curated by us. Selected by you. More than 12 names, unless you're a stock junkie like me, might be too hard to stay on top.
mountain GE Healthcare YTD I can't help but think that a company like GE Healthcare should be bought here. makes all kinds of medical machines. In fact, we added some more shares to the Club portfolio Wednesday. The MRI business is very, very strong. The orders are there. Companies and hospitals that buy them make a great deal of money off them. The cost of making each MRI is coming down because of component supply availability, and artificial intelligence is cutting down the time it takes to scan. HON YTD mountain Honeywell YTD I feel the same way about Honeywell at these levels.
mountain Wynn Resorts YTD I would most certainly buy the stock of Wynn Resorts . The gambling and resort company's American properties — both Las Vegas and Boston — are doing incredibly and so are its two in Macao, the Chinese administrative region that's the gaming hub of Asia. But every time some portfolio manager gets comfortable with the trajectory of China's sluggish post-Covid recovery, something negative happens and everything gets thrown away.