Jason Hall

where you make money by being lean yourself and being efficient in what you do.

This stock is like a five-bagger over the past decade.

That's pretty darn good.

Of this group of stocks, it's the only one that's come close to beating the market.

It's beaten it pretty handily, almost 20% a year in total returns over the past decade.

That says a lot when you think about sustainability and creating value.

Absolutely.

Yeah.

Valuation is a concern.

35X free cash flow is a lot to pay for a company this scale.

That's why it's on the watch list and not on the buy list just yet.

I'm far more interested in learning whether 3M's turnaround continues to move apace and what the perma bears at D.R.

Horton have to say about the new home construction market that I am.

Netflix is non-new information.

They're not going to tell us a darn new thing about what's going on with those negotiations.

Let's be honest.

We'll see something in a filing before we hear their CEOs say anything at all about what's going on over there.

Do you still have some items to buy on your holiday shopping list?

What about your holiday stock shopping list?

Today is Thursday, December 18th.