Saw an article discussing why timing the market bottom is usually a bad idea compared to just buying quality companies. It listed five stocks to consider for a long-term portfolio. Here is the rundown on the picks and their recent numbers. **Amazon (AMZN)** AWS secured a major multi-year deal with OpenAI. This is significant because OpenAI was previously exclusive with Microsoft. Amazon is reportedly looking to invest $10B into OpenAI and build dedicated data centers for them. AWS controls about 30% of the cloud market. **Alphabet (GOOGL)** Google Cloud is growing fast with operating income up 85% in Q3. Search and YouTube are still steady, and they are sitting on nearly $99B in cash. The stock trades at 30x forward earnings. **Walmart (WMT)** E-commerce sales were up 27%. A key driver is higher-income households, which accounted for 75% of market share gains. They are also growing their high-margin advertising business. It is trading expensive at 38x forward earnings. **Eli Lilly (LLY)** They have overtaken Novo Nordisk in the GLP-1 space. Revenue jumped 54% last quarter due to demand for Mounjaro and Zepbound. They have a daily oral weight-loss pill currently filed for FDA approval. **AbbVie (ABBV)** New immunology drugs Skyrizi and Rinvoq are generating enough revenue to offset the decline of Humira. The company has a strong R&D pipeline in neuroscience and oncology. It pays a 3% dividend yield and trades at a lower 16x P/E.