Name: 10 High Potential Stocks to Buy Now!
Uploaded: 2026-01-26T10:55:00+00:00
Duration: 1547 s

Speakers

Paul Gabrail — Host / Value Investor

Summary

Paul Gabrail reviews Barron's Top 10 Stocks for 2026 through a value-investing lens, focusing on price versus value rather than one-year performance. He highlights Alibaba, SL Green, Walt Disney, Bristol Myers Squibb, and Comcast with specific valuation and risk views. He analyzes Disney, Comcast, and Bristol Myers in detail, then critiques several other Barron's picks for lacking a differentiated edge.

Barron's 2025 top picks averaged 27.9% returns, beating the S&P 500.
Barron's 2026 list includes Amazon, Bristol Myers, Comcast, Exxon, Fairfax, Flutter, Madison Square Garden Sports, SL Green, Visa, and Disney.
Paul owns Alibaba and Disney, and likes SL Green's NYC office recovery thesis.
Paul avoids Comcast due to $170B debt, low returns on capital, and weak growth.
Paul sees Bristol Myers as undervalued on free cash flow, dividend, and pipeline despite patent cliffs and volatility.
Paul is skeptical of several Barron's rationales, including Exxon's demand story, Flutter's sportsbook edge, and Visa versus Mastercard/AmEx.
He emphasizes valuation discipline, long-term holding periods, and low-cost ETFs for short-term exposure.

Ideas

Paul Gabrail Host / Value Investor 4:17

Avoid Comcast due to massive debt load.

Barron's likes Comcast because it is cheap and pays a safe 4.8% dividend, but Paul says he would rather avoid it: it carries about $170 billion of debt, has low returns on capital, and weak growth, so even though his valuation work suggests it could be cheap, the debt load makes it too risky for him to own.

Paul Gabrail Host / Value Investor 5:59

NYC office rebound makes SLG attractive.

Barron's frames SL Green as a contrarian recovery play on Manhattan's office market, and Paul says he loves the commercial landlord play because he always thought the office exodus was a short-term blip: in-person camaraderie matters, office usage is rebounding, and the stock was priced for that recovery, though he acknowledges it still feels scary.

Paul Gabrail Host / Value Investor 6:49

Disney undervalued on streaming, parks, margin recovery.

Paul owns Walt Disney and argues it is a little undervalued: streaming is finally making real money, parks and cruises are booming, buybacks and a higher dividend reward shareholders, and profit margins should normalize from COVID-era lows back above 10%, which would generate much more cash. His 10-year model gives a low value of $74, a middle value of $140, and a high value of $240 versus a current price around $113.

Paul Gabrail Host / Value Investor 7:42

Alibaba remains reasonable long-term buy despite volatility.

Paul says he owns Alibaba, was a long-time believer, and even after the stock's 81% run in 2025 he still sees it as a reasonable long-term buy from a value perspective; the main caveat is whether an investor can tolerate the volatility.

Paul Gabrail Host / Value Investor 21:26

Bristol Myers undervalued with pipeline, cash flow.

Paul sees Bristol Myers Squibb as an interesting opportunity: it trades at about 7.5x free cash flow and 19x earnings, free cash flow is far above net income, the 4.4% dividend is easily covered, and while Eliquis and Opdivo are losing patent protection, the company plans 16 new products by 2030 targeting over $25 billion in revenue plus cost cuts. His 10-year model values it between $70 and $145, with a $103 midpoint, versus a current price around $55, though he warns the path will be volatile.

10 High Potential Stocks to Buy Now!

Summary

Ideas

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