I'm looking at LVMH as a solid buy given the current oversupply in the wine market and its strong brand positioning. While there are short-term challenges, I believe their ability to maintain prices and a strong balance sheet will help them weather this storm. This is a smart long-term investment as the luxury market adapts to changes in demand.

Given the positive earnings growth and favorable analyst outlook for Moelis (MC), I believe that the stock is positioned for continued upward momentum. This momentum, combined with recent analyst upgrades, indicates a strong potential for appreciation in the near term, supporting my decision to purchase.