5 Charts For The Week

30/06/2025

Hi all 👋

I’m introducing this series which I’ll be releasing every Sunday/Monday before market open where I’ll be looking at some potential adds/trims/buys/sells for the week.

The first 3 will be open to all and the last 2 will be for paid subscribers.

Quick note before the article: I’ll be reworking the spreadsheet and making some upgrades over the next 24-48 hours. I’ll be sending out the new link to paid subs in a day or so and it’ll be a big improvement on the one from last month. Come join us. 🚀

---

1. UNH

UNH is a stock I’ll be adding to the portfolio. It’s a slightly more value play and a bit of a safe haven against more of a macro pullback. There’s a few stock in the portfolio that arguably have valuations coming a bit too high, and I’ll be making some trims there and adding into some more reasonably priced high growth names and also stocks like UNH. I just don’t see too much downside from here with UNH.

Firstly, valuation:

• PE is at 2019 and 2011 levels.

• EPS should be at minimum $40 by 2028 (9% CAGR). With just a 15x PE, you have a $600 stock.

Secondly, catalysts ahead:

• There’s been $32M inside purchases this year so far. The next closest amount of insider purchases was in 2019 and there were $6.5M purchases.

• Employee stock purchase plan on July 2nd.

• DOJ Antitrust Ruling on July 3rd.

• Q2 Earnings on 29th July.

Thirdly, technicals:

• Sitting right at a key 2019/2020 support level.

---

2. LMND

Paid subs know how high my conviction is on this one. It’s currently a DCA position for me, but anything in that zone is an area where I would be keen to add even more.

I’ve provided my valuation model to paid subs so if you want to check it out, make sure you’re subscribed 👇

---

3. ENPH

Contrarian, but this could be one of my longer-term bets. ENPH was once a top tier tech stock but it’s now a stock trading at just 3.7x sales, the same levels as 2020.

Currently the sentiment around solar is terrible, and there’s no getting around that. With tax credits reducing, increased competition (TSLA), and low residential demand, ENPH is not in a good position, but management have expressed confidence in their ability to adapt over the next couple years.

I do believe we see this stock go slightly lower but any sign of consolidation above the bottom blue line is a good sign. There’s no signal to buy at all yet, but it’s on my radar and I’ll update paid subs if I do. Even a move to the upper blue line is a 125% gain.

Ultimately, solar is here to stay long term. It’s just going through a very difficult period and the latest Senate bill doesn’t help the case. It’s one I’m keeping my eyes on.