EWBC
East-West Bancorp Inc
stock NASDAQ

My favorite under-the-radar compounder - East West Bank (EWBC), a strong regional bank with several decades of robust growth, consistent return on equity near 15%, and conservative underwriting reflected in its minimal charge offs on bad loans.
Favorite beat-down stock - Constellation Brands (STZ), owner of brands including Corona and Modelo. The alcohol sector has been beat down by consumer habit change, GLP-1 and generational shift, and STZ has faced the double whammy of Trump’s immigration crackdown and tariff woes. It is trading at 12 P/E, solidly in the value territory. The Trump-related challenges are likely temporary. STZ is well-positioned to capture more profit in the premium market, and the long-term trend of growth in Hispanic population provides a strong tailwind.
Classic value stock - Canadian Natural Resources (CNQ), one of the lowest cost producers (full-cycle break even price of ~ $42.50/barrel) with an exceptional dividend record and a current yield of 5.35%. It is a low-debt, free-cash flow machine with share-holder friendly management.

My favorite under-the-radar compounder - East West Bank (EWBC), a strong regional bank with several decades of robust growth, consistent return on equity near 15%, and conservative underwriting reflected in its minimal charge offs on bad loans.
Favorite beat-down stock - Constellation Brands (STZ), owner of brands including Corona and Modelo. The alcohol sector has been beat down by consumer habit change, GLP-1 and generational shift, and STZ has faced the double whammy of Trump’s immigration crackdown and tariff woes. It is trading at 12 P/E, solidly in the value territory. The Trump-related challenges are likely temporary. STZ is well-positioned to capture more profit in the premium market, and the long-term trend of growth in Hispanic population provides a strong tailwind.
Classic value stock - Canadian Natural Resources (CNQ), one of the lowest cost producers (full-cycle break even price of ~ $42.50/barrel) with an exceptional dividend record and a current yield of 5.35%. It is a low-debt, free-cash flow machine with share-holder friendly management.