1. Coca-Cola (KO) earns a BUY rating for superior profitability and sustainable growth, outperforming PepsiCo (PEP) rated HOLD; 2. KO's focused beverage strategy and higher net margins provide efficiency advantages over PEP's capital-intensive diversified operations; 3. Both firms show manageable debt, but KO's stronger EPS growth and stability reinforce its long-term appeal, while PEP's undervaluation is offset by financial risks.

1. Sasol Limited faces challenges from declining oil/gas prices, underperforming coal operations, and an underutilized chemical plant in Louisiana. 2. Despite these challenges, the stock has dropped significantly, offering deep long-term value. 3. The stock is poised for a potential upside shift in technical momentum.

1. The author avoids turnarounds but invests in high-quality companies with temporary setbacks. 2. Currently, the author is overweight on LVMH and ASML, both facing macroeconomic headwinds but poised for recovery in 2025. 3. LVMH's shares are down due to China's economic slowdown, but strong fundamentals and potential M&A activity make it an attractive buy. 4. ASML, despite export restrictions and slow non-AI recovery, offers strong EPS growth potential, making it a compelling long-term investment.

1. Talen Energy Corp. has a strong portfolio with a total generation capacity of 10.7 GW; 2. The company has shown remarkable financial turnaround, shifting from a $77M net loss in Q3 2023 to a $168M net income in Q3 2024; 3. Strategic initiatives like asset sales and refinancing have enhanced liquidity and shareholder returns, with a $1B share repurchase program.

1. Brookfield Asset Management is a low-maintenance 'buy and hold forever' stock with limited outside risk to the operations. 2. Management aims to double operational metrics in five years, a significant leap from their 25-year base. 3. The 22.7% YoY increase in fee-bearing capital in Q3 supports the thesis that Brookfield is on track to meet its ambitious goals.

1. EYLEA and Dupixent sales drive company revenue to new records; 2. R&D expenses are projected to reach $5 billion, but the business remains highly profitable; 3. Regeneron is liquid and solvent, but growth rates are falling; 4. The company's value appears overvalued according to quantitative analysis; 5. The author is holding the position for long-term growth and benefits.

1. The article discusses the focus on selecting robust businesses with stable cash flows for long-term investment. 2. It highlights the potential in the equity REIT segment for finding companies that match these objectives. 3. The author shares two REITs he has purchased with the intention of holding them indefinitely.