Name: 3 Best Stocks I'm Buying Now Before February 2026 Ends
Uploaded: 2026-02-02T10:55:02+00:00
Duration: 1196 s

Speakers

Paul Gabrail — Host / Value Investor

Summary

In this video, Paul Gabrail walks through three stocks he owns and is evaluating for long-term purchase—American Express, PayPal, and Generac—plus an honorable mention, Adobe. He runs each through Everything Money's stock analyzer, emphasizing margin of safety, free cash flow, return on capital, and valuation discipline. He sees American Express, PayPal, and Adobe as attractively valued long-term holdings, while Generac looks fully valued at current levels and better bought on weakness. He also says he plans to sell puts on all four names to accumulate shares at lower prices and collect premium.

Paul Gabrail reviews three owned stocks plus one honorable mention.
American Express is framed as a premium, fee-generating card franchise with balance-sheet risk.
PayPal is framed as a trusted payments franchise with AI/agentic commerce optionality trading cheaply.
Generac is viewed as a generator leader with data-center upside, but fully valued now.
Adobe is highlighted as undervalued with AI concerns overplayed.
The video emphasizes paying the right price, margin of safety, and long-term compounding.
He plans to sell puts to buy the stocks at lower prices.

Ideas

Paul Gabrail Host / Value Investor 3:09

High-end card franchise, organic growth, reasonable valuation.

Paul owns American Express and views it as a premium, globally trusted high-end card franchise with an almost unique brand, lounge ecosystem, and fee-generating economics. He notes it grows largely organically, with 11.5% three-year, 13% five-year, and 8% ten-year revenue growth, huge margins, and trades around 13x free cash flow. The main risk he flags is understanding the balance sheet because it acts partly like a bank, but he believes the debt is understandable and still sees it essentially as an eight-pillar business. He considers it an attractive long-term holding on his 10-year free-cash-flow assumptions and plans to sell puts to accumulate at lower prices.

Paul Gabrail Host / Value Investor 8:46

Trusted payments franchise, AI commerce, cheap valuation.

Paul owns PayPal and argues the business is stronger than when investors loved it, while the stock trades below 10x free cash flow. He likes its 47% gross margin, trusted payment rails, Venmo, buy-now-pay-later, AI checkout, and agentic commerce optionality, especially PayPal becoming the first payment processor built directly into ChatGPT and reaching over 800 million users. Analyst earnings are expected to grow more than 50% over three years even with modest revenue growth, and buybacks should lift per-share metrics. He thinks the market will eventually recognize the value and plans to sell puts to buy lower.

Paul Gabrail Host / Value Investor 14:44

Generator leader, data center upside, fully valued.

Paul owns Generac and sees it as the generator leader shifting into energy technology by doubling large-generator capacity for data centers, targeting over $500 million in data-center revenue by 2027, fixing clean energy/solar/storage profitability, and benefiting from outages and weather. However, he flags high debt, cyclicality, and weak or declining returns on capital. The stock has swung from 203 to 100 in four months and is now around 155, roughly in line with his mid intrinsic value, so he is not excited at current prices and would rather wait for a better entry. He also plans to sell puts to accumulate lower.

Paul Gabrail Host / Value Investor 18:10

Beaten-down Adobe, AI fears overplayed, undervalued.

Paul owns Adobe as an honorable mention and highlights the disconnect: the stock is around 305, down more than 50% from its 2021 high near 700, while revenue grew from $16 billion in 2021 to $23 billion and profit from $4.8 billion to $7 billion. It also generates more free cash flow than net income. His stock analyzer values suggest a low around 382, middle around 560, and high around 820, so shares look undervalued, and he thinks investors are overplaying the AI threat. He plans to sell puts to buy lower.

3 Best Stocks I'm Buying Now Before February 2026 Ends

Summary

Ideas

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