Johnson & Johnson (JNJ): Diversified healthcare leader with a forward P/E ~15.8 vs 5-year avg 18.2. Strong pipeline & 62-year dividend streak point to steady upside
Berkshire Hathaway (BRK.B): Warren Buffett’s conglomerate trades below sum-of-parts value. Deep cash reserves ($150 B+) and high-quality holdings make it a stable growth bet
Pfizer (PFE): Trading at forward P/E ~11.2 with ~5.8% yield. Oncology pipeline and normalized post‑COVID revenues could fuel gains
ON Semiconductor (ON): Power & analog chip leader—undervalued with strong automotive and industrial demand, offering future margin and sales growth
Palo Alto Networks (PANW): Positioned strongly in cybersecurity for AI/cloud era. Analysts note it's undervalued relative to rapid revenue growth potential
Pure Storage (PSTG): Growing cloud and enterprise storage vendor. Strong topline gains and improving profitability make its value gap intriguing
Indian Value Plays: Bajaj Finance, HAL & Cholamandalam: NBFC Bajaj Finance offers consumer/SME finance upside; HAL’s defense order book remains strong; Cholamandalam shows robust SME lending fundamentals—each trading below fair value
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