From Donuts to D-Day: The Investing Playbook for June 6, 2025

Good morning, investors! Today's calendar is packed with quirky holidays and historic milestones, but don't let the nostalgia fool you—there's serious money to be made here. Let's parse today's events and turn these trends into actionable plays.

1. Donut Day: Krispy Kreme's Sweet Setup

Starting with National Donut Day, let's get to the bottom of this! Krispy Kreme (DNUT) is the king of the donut kingdom, with a cult following and a stock that's been on a roll. shows a 25% gain as the company expands its beverage line and drives same-store sales. But here's the twist: With inflation hitting consumer discretionary spending, DNUT's value proposition as a “guilty pleasure” might be recession-proof. I'm telling you—this is a stock to buy dips on.

2. Green Roofs: The Next Big Infrastructure Play

World Green Roof Day isn't just about planting grass on skyscrapers—it's a sign of the times. As cities battle heat islands and regulators push sustainability, green roofing is moving from niche to necessity. . While no single company dominates this space, the sector is a win for construction materials giants like Carlisle Companies (CSL), which manufactures waterproofing membranes critical to green roofs. reveals outperformance, and with urbanization accelerating, this is a long-term buy.

3. Pest Control: The Silent Profit Machine

World Pest Day is no joke. Pests cost businesses billions annually, and companies like ServiceMaster (SERV), which owns Terminix, are cash cows. shows steady gains, fueled by recurring contracts and rising demand for eco-friendly solutions. This is a defensive stock that thrives in any economy—add it to your portfolio for stability.

4. Higher Education: Bet on Lifelong Learning

National Higher Education Day highlights a sector in flux. Traditional colleges are struggling, but ed-tech firms like Coursera (COUR) are booming as workers upskill mid-career. shows exponential expansion. While COUR is still unprofitable, its moat in online learning is unmatched. This is a “hold” for now—wait for a pullback before diving in.

5. D-Day Commemoration: Defense Contractors on Alert

The 81st anniversary of D-Day isn't just history—it's a reminder of the military-industrial complex's enduring power. Lockheed Martin (LMT) and Raytheon Technologies (RTX) are the titans here. reveals a pipeline stuffed with fighter jets and satellites. With global tensions high, this sector is a buy, but keep an eye on geopolitical risks.

The Bottom Line: A Balanced Playbook

Today's events offer a mix of defensive plays (pest control, ed-tech) and growth opportunities (green infrastructure, donuts). Krispy Kreme and Carlisle Companies are my top buys, while ServiceMaster offers steady income. Avoid overpaying for Coursera until it proves profitability. And remember—history doesn't repeat, but it rhymes. D-Day's legacy reminds us: In investing, preparation beats luck every time.

Action Alert! Add DNUT and CSL to your watchlist. For the bold, dip into LMT. Stay disciplined—this is no day for recklessness!

Investing is a contact sport. Wear your helmet.