MCKESSON CORP. $714 is a buy. The wholesale drug distributor (New York symbol MCK; Aggressive Growth Portfolio, Consumer sector; Shares outstanding: 125.1 million; Market cap: $89.3 billion; Price-to-sales ratio: 0.3; Dividend yield: 0.4%; TSINetwork Rating: Above Average; www.mckesson.com) plans to spin off its medical-surgical division as a publicly traded company. This business distributes surgical supplies, such as gloves, needles and laboratory equipment, to over 340,000 hospitals, doctors’ offices and clinics in the U.S. It accounts for 3% of the company’s total revenue.

McKesson has not yet announced the terms, but will probably complete the transaction in 2026.

New U.S. tariffs and its trade disputes with other countries are adding to costs for these medical lab equipment makers. However, their global manufacturing operations should let them adjust their supply chains to minimize the impact of tariffs.

HP INC. $26 is a hold. The maker of personal computers and printers (New York symbol HPQ; Conservative Growth Portfolio; Manufacturing sector; Shares outstanding: 942.7 billion; Market cap: $24.5 billion; Price-to-sales ratio: 0.5; Dividend yield: 4.5%; TSINetwork Rating: Average; www.hp.com) is shifting some of its manufacturing operations away from China to India, Mexico, Thailand, Vietnam and the U.S., which should help it offset the impact of new tariffs. The company is also raising its selling prices.

Both of these software makers continue to earmark large sums to the development of new products, particularly artificial intelligence. That should help them maintain their market leadership. What’s more, each stock is trading at attractive multiples to earnings.

YUM! BRANDS INC. $148 is a buy. The fast-food giant (New York symbol YUM; Aggressive Growth Portfolio, Consumer Sector; Shares outstanding: 278.0 million; Market cap: $41.1 billion; Price-to-sales ratio: 5.5; Dividend yield: 1.9%; TSINetwork Rating: Average; www.yum.com) operates 61,000 restaurants in over 155 countries. Its main banners are KFC (fried chicken), Pizza Hut, and Taco Bell (Mexican food) .


Yum is reportedly urging its two main franchisees in India to merge. Fast-food sales in India have slowed due to rising prices and economic uncertainty, so a merger would let these franchisees close overlapping outlets and improve efficiency.

VISA INC. $355 is your #1 Conservative Buy for 2025. The company (New York symbol V; Conservative Growth Portfolio, Finance sector; Shares outstanding: 2.0 billion; Market cap: $710.0 billion; Price-to-sales ratio: 18.7; Dividend yield: 0.7%; TSINetwork Rating: Above Average; www.visa.com) operates the world’s largest electronic payments network.


The U.S. government recently approved the use of stablecoins—a form of cryptocurrency whose value is pegged to the U.S. dollar or other currency—for electronic payments. That could hurt volumes on Visa’s network, which charges higher processing fees.

Spinoffs are a great way for companies to unlock hidden value. However, the newly independent firms tend to move sideways for the first few years until they build up a history of earnings and gain a following with investors.


Here are three recent spinoffs with strong long-term prospects. (Subscribe to our Spinoffs and Takeovers newsletter for more quality spinoffs.) For now, however, we see better opportunities for your new buying.

VERIZON COMMUNICATIONS INC. $43 is a buy. The company (New York symbol VZ; Income Portfolio, Utilities sector, Shares outstanding: 4.2 billion; Market cap: $180.6 billion; Price-to-sales ratio: 1.3; Dividend yield: 6.3%; TSINetwork Rating: Average; www.verizon.com) is the second-largest wireless carrier in the U.S. after AT&T, with 146.1 million subscribers (consumers and businesses) as of June 30, 2025. It also sells traditional telephone lines, high-speed Internet and TV services.


Due to strong competition, the company lost 51,000 consumer wireless phone subscribers under long-term contracts (net of cancellations) in the second quarter of 2025. Even so, that’s a lot better than its year-earlier net loss of 109,000.

Cintas’s shares have soared over 200% in the past five years. That’s mainly due to stronger demand from businesses for its uniforms as the economy rebounded from the COVID-19 lockdowns.


Going forward, the impact of tariffs could slow the hiring of new workers by businesses, which would hurt Cintas’s growth. However, the company continues to add more clients through acquisitions of smaller competitors. It’s also getting those new customers to buy more of its services.



Even after its big jump, we feel Cintas can continue to move higher over the next few years as its strong focus on efficiency further lifts earnings.

A: Coupang Inc., $31.08, symbol CPNG on New York (Shares outstanding: 1.7 billion; Market cap: $57.0 billion; www.aboutcoupang.com), is South Korea’s largest e-commerce company.


Often called the “Amazon of South Korea,” Coupang was founded by Bom Suk Kim, a graduate of Harvard University, who went on to Harvard Business School before dropping out after six months to return to South Korea and start the delivery platform in 2010.



The company launched its IPO and began trading on New York on March 10, 2021. That’s when it sold shares at $35 each.



Coupang provides retail, restaurant delivery, video streaming and financial technology services (fintech) to customers around the world. The company’s brands include Coupang, Coupang Eats, Coupang Play and Farfetch.