Five Stocks I’m Secretly (Maybe) Okay With

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Right. So, everyone’s flapping about Greenland, tariffs, the usual impending doom. Honestly, it’s exhausting. The consumer space? Everyone thinks it’s going to crater. Which, let’s be real, it might. But that’s exactly where I look first. Misery loves company, and I like a bit of a bargain. Here are five stocks I’ve been…considering. Don’t judge. I make no promises.

Amazon

Amazon. Predictable, I know. But they’re admitting tariffs are hitting prices? Good. Honesty. Refreshing. They’re still selling things, obviously. And apparently, all that robot stuff is actually working. They’re getting “operating leverage.” Sounds terrifyingly efficient. North American revenue up 11%, operating income soaring? Okay, fine, it’s impressive. And AWS? Still printing money. Honestly, it’s almost boring. At a forward P/E under 24? Cheap. It’s not glamorous, but it’s…reliable. Like a slightly disappointing, but ultimately dependable, boyfriend.

Chewy

Look, I’m a cat person, so I’m biased. But Chewy? It’s just…smart. Auto-ship pet food. Genius. People will spend money on their furry overlords, always. Revenue growth is solid, and the stock is trading at a P/E of 21. It’s not going to make me rich overnight, but it’s a safe bet. They’re even copying Amazon with a membership program and ads. Originality isn’t dead, it’s just…taking a nap. And private-label pet stuff? Higher margins. It’s all about the margins, isn’t it?

Philip Morris International

Okay, this one feels a little…shady. Cigarettes. But they don’t sell them in the US, which is clever. And they’re not getting caught in the tariff wars because of regional manufacturing. It’s a bit cynical, but I respect the strategy. They’re pushing nicotine pouches and heated tobacco. Zyn is apparently a sensation. Honestly, I don’t get the hype, but people are buying it. And sales are up 37%. It’s unsettlingly effective. A forward P/E of 18? A PEG ratio of 0.65? Undervalued. I feel a little dirty even saying it. But hey, money is money.

Dutch Bros

Coffee. Everyone needs it. Dutch Bros is growing, adding hot food. A 4% lift in sales? It’s not groundbreaking, but it’s consistent. They’re planning to double their locations by 2029. Ambitious. They think they can support 7,000 locations in the US. That’s a lot of coffee. It’s a pure growth story, which is terrifying, but also…potentially lucrative. I’m mostly just worried about the caffeine jitters.

JAKKS Pacific

Right. This is the gamble. JAKKS Pacific. A turnaround play. It’s cheap. Six times 2026 earnings estimates. It’s practically begging to be bought. They’re relying on kids’ movies. A bit desperate, but 2026 is looking promising. Toy Story 5, The Mandalorian & Gogu, The Super Mario Galaxy Movie… It’s a crowded field, but there’s potential. I’m picturing a mountain of plastic toys. It’s a long shot, but sometimes, the long shots are the most fun. And if it crashes and burns? Well, I’ll have plenty of coffee to cry into.

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2026-01-24 21:43