The 3 Best Buying Opportunities I Can Find Now

Daniel Pronk•Oct 11, 2026

Summary

Daniel provides a detailed analysis of three stocks Daniel recently added to Daniel's portfolio, emphasizing that the market is currently mispricing their long-term value. Daniel's thesis revolves around buying high-quality companies with durable competitive advantages during periods of unjustified selling.

Construction Partners (ROAD): Daniel highlights that the stock has fallen nearly 30% recently despite record revenue and a $3.36 billion backlog. Daniel refutes bear arguments regarding inflation and interest rates, noting that the company uses a cost-pass-through model and maintains high EBITDA margins. Daniel's DCF analysis suggests a fair value of $178 and a target price of $287 within five years, representing a potential 231% total return.

Brookfield Asset Management (BAM): Daniel views this as the most attractive dividend growth stock on the market, noting its 4.4% yield and a management goal of 15% annual dividend increases. Daniel points out that BAM is trading at a P/E of 21.7, well below its historical median of 26.9. Daniel expects fundraising to reach record levels by 2026 and projects annual returns of 15% to 20%.

Amazon (AMZN): Daniel states that Amazon is significantly undervalued and should be priced over $300 per share. Daniel identifies AWS as a massive growth driver, noting that GPU price increases and the plan for 100 new data centers signal immense demand. Daniel's conservative DCF model sets a fair value of $371 and a 2028 price target of approximately $500, based on a 20% annual growth in operating cash flow.

Mentioned Stocks

AMZN

Sentiment: BUYAction: BOUGHT

Reasoning: Daniel added to Daniel's position in Amazon, asserting it is a 'safe bet' with a fair value of $371. Daniel views the GPU price hikes at AWS and the sale-leaseback of chips as indicators of extremely high demand for AI infrastructure. Daniel expects the stock to reach $500 by 2028.

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ROAD

Sentiment: BUYAction: BOUGHT

Reasoning: Daniel bought more shares of ROAD because Daniel believes the 30% price drop is unjustified given the record $3.36 billion backlog and 30% year-over-year growth. Daniel argues that the company's ability to pass on costs mitigates inflation risks. Daniel calculates a fair value of $178 and a 5-year price target of $287.

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BAM

Sentiment: BUYAction: BOUGHT

Reasoning: Daniel purchased BAM for its strong dividend growth profile (4.4% current yield, 15% target growth). Daniel notes it is trading at 21.7x earnings, which is a discount to its historical median of 26.9x. Daniel believes fundraising remains strong despite broader private equity concerns.

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