Buy list: watchlist vs. buy-below
Buy-below check: price at or under the buy-below. A buy also needs a red-flag Pass; the Rating column is the name's published call on that date (see the rating legend). Sorted by distance to buy-below.
Buy-belows and values on this page come from my three-case revaluation of Oct 11, 2026, applied to Oct 9 closes. The blended base is the call basis; the Conservative floor is a reference only, never the call; the buy-below is the blended base less the required margin of safety.
| Ticker | Price | Buy-below | vs. buy-below | Conservative floor | Required MoS | Red flags | Buy-below check | Rating |
|---|---|---|---|---|---|---|---|---|
| META | $718.67 | $692.41 | +3.8% | 651.19 | 30% | Caution | Above | n/a |
| GOOGL | $351.66 | $331.03 | +6.2% | 244.09 | 20% | Caution | Above | n/a |
| MSFT | $535.07 | $500.16 | +7.0% | 368.53 | 15% | Caution | Above | n/a |
| FLEX | $119.83 | $111.64 | +7.3% | 72.72 | 30% | Caution | Above | Wait |
| BRK-B | $515.62 | $462.44 | +11.5% | 489.11 | 15% | Pass | Above | n/a |
| BRO | $62.88 | $54.46 | +15.5% | 76.62 | 30% | Caution | Above | Wait |
| INTU | $302.75 | $260.26 | +16.3% | 416.291 | 30% | Pass | Above | Wait (superseded Oct 11 by Buy (half)) |
| ZTS | $74.81 | $60.31 | +24.0% | 93.58 | 30% | Caution | Above | Wait |
| MBGL | $18.22 | $13.82 | +31.8% | 22.96 | 30% | Caution | Above | n/a |
| NVDA | $229.28 | $171.28 | +33.9% | 104.812 | 30% | Caution | Above | Wait (superseded Oct 11 by Buy (half)) |
| CPRT | $27.32 | $20.20 | +35.2% | 27.54 | 20% | Caution | Above | n/a |
| ROP | $364.09 | $266.26 | +36.7% | 436.25 | 30% | Pass | Above | Wait |
| WS | $36.05 | $24.59 | +46.6% | 35.14 | 30% | Caution | Above | Steer clear |
| PEP | $125.97 | $78.73 | +60.0% | 106.11 | 20% | not checked | Above | n/a |
| SPGI | $407.82 | $248.71 | +64.0% | 331.58 | 20% | not checked | Above | n/a |
| ODFL | $181.97 | $110.30 | +65.0% | 99.95 | 20% | not checked | Above | n/a |
| HONA | $157.94 | $92.16 | +71.4% | 140.10 | 30% | Caution | Above | n/a |
| AZO | $2,939.85 | $1,697.13 | +73.2% | 2200.31 | 20% | not checked | Above | n/a |
| V | $385.45 | $218.73 | +76.2% | 242.40 | 15% | not checked | Above | n/a |
| MCD | $235.23 | $132.93 | +77.0% | 176.58 | 20% | not checked | Above | n/a |
| FICO | $667.58 | $354.44 | +88.3% | 574.90 | 30% | Caution | Above | n/a |
| COST | $946.92 | $391.41 | +141.9% | 384.22 | 15% | not checked | Above | n/a |
| ISRG | $423.96 | $161.73 | +162.1% | 184.37 | 20% | not checked | Above | n/a |
| MMED | $19.71 | $7.18 | +174.5% | 9.793 | 30% | not checked | Above | Steer clear |
| TPL | $360.98 | $115.87 | +211.5% | 146.16 | 30% | not checked | Above | n/a |
| VYLR | $73.15 | $20.02 | +265.4% | 34.55 | 30% | not checked | Above | Wait |
| MOD | $181.56 | $44.65 | +306.6% | 48.53 | 30% | not checked | Above | Wait |
- INTU: $416.29 is the Conservative case. The blend is $371.80 and the buy-below $260.26 is the blend less 30% (Quick Take, Oct 11, 2026). The $291.40 buy-below on Oct 8-9 came from the earlier single-value method.
- NVDA: $104.81 is the Conservative floor. The call basis is the blend, ~$245 (Deep Dive, Oct 11, 2026).
- MMED: $9.79 is the indicative best case. The Deep Dive of Oct 9, 2026 used a $6.85 buy-below; $7.18 is from the Oct 11 revaluation.