Aug. 29, 2025 5:14 PM ETBRK.A, BRK.B, STZ, UNHHawkinvest14.77K FollowersI see the overall market as overvalued and recession risks rising, so I'm only buying stocks with compelling value and defensive qualities.Despite market concerns, I find Constellation Brands and UnitedHealth Group deeply undervalued, both held by Berkshire Hathaway and offering recession resistance.Constellation Brands trades at a significant discount to the market, with risks from tariffs and consumption trends already priced in, making it attractive for a rebound.UnitedHealth's selloff appears overdone; insider and Berkshire buying, plus a likely resolution of DOJ issues, support a long-term recovery. I plan to accumulate both stocks gradually.JaysonPhotography/iStock via Getty ImagesI have been using the stock market rally to sell into strength, but I still see pockets of opportunity in a couple of sectors and also with a number of select stocks. I believe the market could be forming a top rightThis article was written byHawkinvest14.77K FollowersLong-time stock market investor focused on strategic buying opportunities with dividend and value stocks. This investment strategy has resulted in a near 5 star rating on Tipranks.com and over 9,000 followers on Seeking Alpha. Follow me on Twitter for my latest trading ideas: @Hawkinvest1Analyst’s Disclosure:I/we have a beneficial long position in the shares of UNH, STZ either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsRecommended For You