Dan Caplinger

I think that stock splits don't add any value, but they do attract investor attention.

And that is why I am suggesting that as the first stock I'm talking about today.

The growth has slowed, but not to the extent that you would expect a sub-20 forward P to E for sure.

I'm contractually obligated to have at least one Brad Jacobs company, because I got to do my stick.

The one I chose is QXO, the newest one.

Jacobs, for those who don't know yet, is a serial entrepreneur behind United Rentals, United Waste, XPO,

Two of the three biggest winners in the Fortune 500 over the last decade.

QXO is a roll-up of building product distributions.

They just did their second acquisition, Kodiak, a distributor of construction supplies, lumber, windows.

If I'm honest, it's fairly valued for what it is today.

It's a $13 billion or so company.

but their plan is to get to $50 billion in sales in a year to come.

Tons of risk, very much an M&A story, but no one is better at M&A.

I like this as a growth story.

Up No.

2 for me, Moderna, ticker MRNA.

Everybody wrote this stock off.

This is one stock.

This is the one time that I have been successful in averaging down.

I was a big loser on a small portion that I bought above $200 a share.