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Dakota Crisp, PhD

STZ owns leading beer brands like Corona and Modelo, as well as a portfolio of wine and spirits. The stock has declined recently following Trump's announcement of a potential 25% tariff on Mexican imports, set to take effect on March 4th.

Beer has low price sensitivity, meaning consumers are likely to continue purchasing even if prices rise due to tariffs. Given this, I believe the market has already priced in the worst-case scenario of a full 25% tariff.

In short, I believe STZ is an asymmetric bet (high upside, limited downside).

Novo Nordisk (NVO) and Eli Lilly (LLY) are the two dominant players in the rapidly growing GLP-1 market for obesity and diabetes treatments. Both companies face supply constraints due to overwhelming demand, and the long-term growth potential remains strong as obesity treatments become mainstream.

However, NVO has seen a recent pullback due to short-term concerns, including underwhelming CagriSema trial results and conservative 2025 guidance. While these factors have caused volatility, they do not change the fundamental strength of Novo’s business or long-term trajectory.

At current prices, NVO trades at a more attractive valuation than LLY, making it a compelling opportunity. Owning both companies could be a strong strategy, but for investors looking for value, NVO presents the better near-term buy due to its temporary discount.

AXP is a premium financial services leader, known for its high-spending customer base and closed-loop network, which drives strong merchant fees and customer loyalty. Unlike Visa and Mastercard, Amex directly benefits from both transaction volume and interest income.

AXP’s strong brand, premium positioning, and resilient credit quality make it a high-quality, long-term investment. Even if earnings growth comes in at half the expected rate over the next five years, the upside remains substantial.

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Disclosure: I currently own positions in STZ. I plan to start positions in AXP in the next 48 hours.

Disclaimer: The stock picks and information provided here are for informational and educational purposes only and should not be considered financial advice. I am not a financial advisor, and all investments involve risk. Please conduct your own research, consult a professional financial advisor, and carefully consider your own financial situation and risk tolerance before making any investment decisions. The performance of past stock picks is not indicative of future results, and you assume full responsibility for any decisions made based on this information.