WARNER BROS. DISCOVERY INC. $27 remains a hold. The company (Nasdaq symbol WBD; Aggressive Growth Portfolio, Consumer sector; Shares outstanding: 2.5 billion; Market cap: $67.5 billion; Price-to-sales ratio: 1.9; No dividend paid; TSINetwork Rating: Average; www.wbd.com) owns the Warner Bros. studio (TV shows and movies) as well as cable TV channels CNN, HBO, TNT, TBS, Cartoon Network, Discovery, HGTV, Food Network, TLC and Animal Planet.

WBD recently accepted a $31.00-a-share takeover offer from Paramount Skydance Corp. (Nasdaq symbol PSKY), which owns the CBS television network and Paramount studios. That topped an earlier deal to sell the studios and streaming operations to Netflix Inc. (Nasdaq symbol NFLX) for $27.75 a share.

STATE STREET CORP. $152 is a buy. The company (New York symbol STT; Aggressive Growth Portfolio, Finance sector; Shares outstanding: 276.9 million; Market cap: $42.1 billion; Price-to-sales ratio: 3.0; Dividend yield: 2.2%; TSINetwork Rating: Average; www.statestreet.com) sells accounting and administrative services to operators of mutual funds and pension plans.

The stock has jumped over 80% in the past year and hit a record high of $156 in April 2026. That’s because improving stock markets lifted its assets under custody and administration; its fee income rises and falls with the value of these holdings. The company is also using new artificial intelligence tools to streamline certain activities and improve efficiency.

eBay split from PayPal in July 2015, with investors receiving one PayPal share for each eBay share they held. Since then the former parent has expanded its online auction business into highly profitable niche markets. That strategy has helped push eBay shares to new highs. PayPal struggled in the aftermath of the pandemic, but its moves to speed up transactions and improve security bode well for investors.

EBAY INC. $106 is a buy. The company (Nasdaq symbol EBAY; Aggressive Growth Portfolio; Finance sector; Shares outstanding: 452.0 million; Market cap: $47.9 billion; Price-to-sales ratio: 4.4; Dividend yield: 1.2%; TSINetwork Rating: Above Average; www.ebay.com) operates e-commerce websites, in over 190 countries.

YUM CHINA HOLDINGS INC. $48 is a buy for aggressive investors. The company (New York symbol YUMC; Aggressive Growth Portfolio, Consumer Sector; Shares o/s: 343.3 million; Market cap: $16.5 billion; Price-to-sales ratio: 1.5; Dividend yield: 2.4%; TSINetwork Rating: Average; www.yumchina.com) is China’s largest fast-food operator with over 18,000 outlets, mainly under the KFC and Pizza Hut banners.

The company has a strong record of rewarding shareholders. Since 2017, it has returned $5.8 billion through dividends and share buybacks.

These Japanese automakers face two challenges: U.S. tariffs continue to weigh on their sales; and the absence of government subsidies is hurting demand for their electric vehicles (EVs). In response, both are increasing their investments in the U.S. They are also producing more hybrid vehicles, which are increasingly popular as gasoline prices rise. These moves improve their long-term prospects.

TOYOTA MOTOR CO. ADRs $200 is a buy. Japan’s largest automaker (New York symbol TM; Conservative Growth Portfolio, Manufacturing & Industry sector; ADRs outstanding: 1.3 billion; Market cap: $260.0 billion; Price-to-sales ratio: 0.9; Dividend yield: 3.2%; TSINetwork Rating: Above Average; www.toyota.com) sold 2.52 million vehicles in its third quarter of fiscal 2026, up 3.1% a year-earlier.

BECTON DICKINSON & CO. $156 is a buy. The medical device maker (New York symbol BDX; Conservative Growth Portfolio, Manufacturing sector; Shares outstanding: 284.7 million; Market cap: $44.4 billion; Price-to-sales ratio: 2.1; Dividend yield: 2.7%; TSINetwork Rating: Above Average; www.bd.com) has completed its plan to merge its Biosciences and Diagnostic Solutions division with lab equipment maker Waters Corp (New York symbol WAT).

APPLE INC. $273 is a hold. The company (Nasdaq symbol AAPL; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 14.8 billion; Market cap: $4.0 trillion; Price-to-sales ratio: 9.1; Dividend yield: 0.4%; TSINetwork Rating: Average; www.apple.com) plans to release the higher-priced Pro version of the iPhone 18, its newest model, in September 2026, with the regular version available in early 2027. However, due to rising demand for memory chips from new AI datacentres, Apple is now paying roughly double for those key components.

The rapid emergence of artificial intelligence (AI) technologies has hurt traditional software makers like Adobe. At the same time, AI is helping drive demand for new computer hardware products from HP and HP Enterprise.

Our view is that all three companies here will ultimately thrive as they adapt to overcome AI challenges. For now, however, we feel Adobe is the best pick for your new buying, especially given its now-cheap price.

AT&T INC. $26 is a buy. The company (New York symbol T; Income Portfolio, Utilities sector; Shares outstanding: 7.0 billion; Market cap: $182.0 billion; Price-to-sales ratio: 1.5; Dividend yield: 4.3%; TSINetwork Rating: Average; www.att.com) has 109.29 million wireless (cellphone) subscribers (including mobile devices such as tablets) in the U.S., plus 24.10 million subscribers in Mexico. It also has 14.83 million high-speed Internet users and provides traditional telephone services to consumers and businesses.

Fast-food giant McDonald’s remains a great choice for investors looking to add stability to their portfolios in today’s turbulent markets.

Increasingly, the company’s secret sauce is its “asset-light” business model. Under that plan, franchisees pay McDonald’s for food and marketing. Franchisees also pay building occupancy costs, such as property taxes and maintenance. That lets the company focus on expansion, including adding menu items and undertaking construction projects.