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3 Stocks Experts Are Buying, 1 They're Selling
Kenny
May 30, 2025
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THE MONEY IDEA💡
3 Stocks Experts Are Buying, 1 They're Selling
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Top fund managers are quietly loading up on three undervalued stocks they believe have long-term upside. These picks span consumer staples, beverages, and software, each trading below fair value with durable business models and strong competitive positions. At the same time, many are trimming their positions in one tech giant that may have run too far ahead of its fundamentals. For deeper investing insights, see The Money Path.
Let’s dive in.
THE MONEY IDEA💡
3 Stocks They’re Buying
Industry: Consumer Defensive / Packaged Foods
Current Status: Undervalued; 3-star rating, narrow moat, medium uncertainty
Brand Powerhouse – Owns leading names like Cheerios, Pillsbury, and Betty Crocker.
Retail Strength – Strong shelf presence and retailer relationships support consistent sales.
Marketing Investment – Continued R&D and brand building enhance competitive position.
Resilient Demand – Essential products make General Mills a reliable performer through economic cycles.
Reasonable Valuation – Trading below intrinsic value, offering income and stability for conservative investors.
Bottom Line: A dependable pick for long-term investors seeking steady returns from a defensive sector leader.
Industry: Consumer Defensive / Alcoholic Beverages
Current Status: Undervalued; 4-star rating, wide moat, medium uncertainty
Category Leader – Largest U.S. alcoholic beverage firm, anchored by Modelo and Corona beer.
Growth from Imports – Mexican beer imports continue to gain U.S. market share.
Distribution Scale – Wide moat supported by powerful logistics and retail partnerships.
Innovation Pipeline – Ongoing brand launches and premiumization strategies boost pricing power.
Discount to Value – Shares look cheap relative to fair value, with upside tied to brand strength and demand recovery.
Bottom Line: With a dominant market position and margin upside, Constellation offers refreshing value for long-term portfolios.
Industry: Technology / Software
Current Status: Undervalued; 3-star rating, wide moat, medium uncertainty
Creative Suite Dominance – Adobe controls the world’s leading portfolio of tools for digital, print, and video content creation.
AI Growth Potential – Firefly, Adobe’s generative AI platform, is expected to bring in new users and expand existing workflows.
Moat Durability – A wide economic moat reflects high switching costs and brand strength that should endure for decades.
Recurring Revenue Model – Subscriptions and cloud services drive stable margins and predictable cash flows.
Attractive Entry Point – Shares trade below Morningstar’s fair value estimate, creating long-term value potential.
Bottom Line: With unmatched creative software and rising AI relevance, Adobe is a high-quality pick trading at a discount.
THE MONEY IDEA💡
1 Stock They’re Selling
Industry: Technology / Consumer Electronics
Current Status: Overvalued; 2-star rating, wide moat, medium uncertainty
iPhone Growth Slowing – Core product sales are decelerating after years of strong expansion.
Tariff Exposure – As a hardware business, Apple faces risks from shifting trade policies and potential U.S. tariffs.
Valuation Stretch – Currently trades at nearly 37x forward earnings, well above historical averages.
Fund Manager Moves – Many top-performing fund managers have begun trimming their positions in 2025.
Still a Strong Business – A wide moat, cash-rich balance sheet, and loyal customer base remain intact.
Bottom Line: Apple remains a dominant brand, but with limited near-term upside, fund managers are locking in gains.
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