Weekly Picks: 🤝 Alphabet's Anthropic Deal And 2 More Picks

Each week our analysts hand pick their favourite Narratives.

Narratives are a game-changing way for investors to make smart decisions on their stocks. A narrative always has 3 parts: a story, a forecast and a fair value . You can create one yourself in 3 minutes or you can select one from our thriving community .

This week’s picks cover: 

• 🤝 Why Alphabet’s Anthropic deal could justify a re-rating higher
• 💸 How Flower Foods ' turnaround plans support the >7% dividend yield. 
• 📈 Why TMX Group is a reliable high-quality compounder at a fair price.  

💡 Why we like it: With a narrative update hot off the press, it blends timely, deal-driven context with a level-headed valuation estimate that shows that a possibly rerating higher could occur for this Mag 7 stock.

💡 Why we like it: This narrative turns a complex turnaround into a crisp, catalyst-driven story. The bull and bear cases are weighed evenly, making the valuation path feel credible rather than wishful.

💡 Why we like it: It’s a clear, numbers-first case for a boringly excellent compounder, tying moat, recurring data, and post-trade catalysts to a disciplined valuation framework with promising bull, base and bear case scenarios. 

What's next?

1. 🔔 Know when to act: Set the narrative valuations as your own fair value to know when to buy, hold or sell the stock.

2. 🤔 Get answers: Ask the author any questions in the comments section. Feel free to like as well to support their work.

3. ✨ Discover more Narratives: There are hundreds of other insightful stock narratives on our Community page .

4. ✍️ Build an audience: Have your narrative seen by millions of investors, simply meet our Featuring criteria to go into the running!

Disclaimer

Simply Wall St analyst Michael Paige and Simply Wall St have no position in any of the companies mentioned. These narratives are general in nature and explore scenarios and estimates created by the authors. These narratives do not reflect the opinions of Simply Wall St, and the views expressed are the opinion of the author alone, acting on their own behalf. These scenarios are not indicative of the company’s future performance and are exploratory in the ideas they cover. The fair value estimate’s are estimations only, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that the author’s analysis may not factor in the latest price-sensitive company announcements or qualitative material.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

Simply Wall St analyst Michael Paige and Simply Wall St have no position in any of the companies mentioned. This article is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.