KO is still a high-quality defensive value, but at $80.56 it’s pricey—better to wait for a pullback toward $72–$68.
IBM remains solid and profitable, but overpriced. The real entry point is near $256.
JNJ is fundamentally solid, but currently overvalued. A pullback to $180–160 would offer a more compelling entry.
An efficient banking machine with falling profits.
👉 A good company, but not at any price.
High quality, slowing growth, stretched valuation.
👉 Wait for a true pullback before buying.
Powerful company, strong rally, risky price.
👉 Opportunity only after a serious correction.