WHD, SON, TIGO, and HRMY Highlight a Long‑Term Value Playbook
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Despite the S&P 500 hitting record highs, Todd Chanko of Barron's Investor Circle argues that long-term investors should ignore short-term market noise and focus on structural advantages. He highlights four standout stocks that benefit from macro trends like post-war reconstruction, supply chain resilience, recurring revenue models, and niche medical innovation. Cactus Wellhead (WHD) stands out for its dominant position in oil and gas infrastructure and exceptional 32% EBITDA margins. Sonoco Products (SON) is praised for its pricing power and global footprint, having designed the Pringles can and serving major brands like PepsiCo. Tigo (TIGO), a Latin American telecom, offers stable, technology-driven cash flow with monopolistic advantages across the region. Harmony Biosciences (HRMY) is positioned for blockbuster status with its non-addictive narcolepsy drug Wakix, which opens new markets and investor confidence. Chanko emphasizes that valuation alone isn’t enough—free cash flow, earnings growth, and competitive moats matter just as much.
Cactus Wellhead (WHD) has 32% EBITDA margins and strong management with oilfield experience, making it a top pick for post-war infrastructure rebuilding.
Sonoco Products (SON) has pricing power, having raised prices 10% across the board despite inflation, and supplies global brands like PepsiCo and Kraft Heinz.
Tigo (TIGO) generates stable recurring revenue in Latin America with monopolistic control and advanced telecom infrastructure, insulating it from tech sector volatility.
Harmony Biosciences (HRMY) is approaching blockbuster status with Wakix, a non-addictive narcolepsy treatment that can be prescribed to children—a rare advantage in the market.
Valuation alone is insufficient; investors should prioritize free cash flow yield, earnings growth, and EBITDA margins over P/E multiples.
…and 3 more takeaways available in PodZeus
Market Highs and Long-Term Perspective
“You really should be looking at your portfolio through a much more long-term lens.”
Cactus Wellhead (WHD) and Post-War Infrastructure
“They deliver about 6% free cash flow yield... some of my friends in the buy side have told me that their EBITDA margins are outrageous.”
Sonoco Products (SON) and Pricing Power
“They have no fear about raising prices... they're going to raise prices, which means for the investor, their EBITDA margins are going to stay exactly the same.”
Tigo (TIGO) and Recurring Revenue in Latin America
Tigo (TIGO), a Latin American telecom, is praised for its stable, technology-driven revenue stream and monopolistic position across the region, making it resilient to tech sector volatility.
Harmony Biosciences (HRMY) and the Non-Addictive Narcolepsy Breakthrough
“The thing about weight kicks is that it has this addictive free molecule, which... That's always a good thing.”
“The thing about weight kicks is that it has this addictive free molecule, which... That's always a good thing.”
“They have about 32 EBITDA margins. In fact, some of my friends in the buy side have told me that their EBITDA margins are outrageous”
“And when they need to raise prices, they're going to raise prices, which means for the investor, their EBITDA margins are going to stay exactly the same.”
Host
Guest
Todd Chanko
person
Cactus Wellhead
organization
Sonoco Products
organization
Harmony Biosciences
organization
Tigo
organization
Pringles
product
Barron's Investor Circle
organization
PepsiCo
organization
Kraft Heinz
organization
Mondelēz
organization
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