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4 Long-Term Buys Right Now
Kenny
April 25, 2025
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THE MONEY IDEA💡
4 Long-Term Buys Right Now
Welcome to Money Masters!
In today’s uncertain market, driven by tariff concerns and economic surprises, long-term investors have a unique opportunity to upgrade their portfolios. This week, we spotlight four undervalued stocks: Amazon, Brown-Forman, Zimmer Biomet, and Thermo Fisher Scientific. Each offers a compelling mix of strong fundamentals, durable competitive advantages, and discounted valuations that make them well positioned to deliver lasting returns through turbulent markets
For a deeper dive into building wealth with clarity and confidence, see our book The Money Path: Simple Strategies for Financial Growth and Success—now available on Amazon.
Let’s dive in.
THE MONEY IDEA💡
4 Long-Term Buys Right Now
Industry: Healthcare / Life Sciences Tools & Services
Current Status: 32% undervalued; 5-star rating, medium uncertainty, minimal dividend.
Recurring Demand – Consumables and diagnostics provide consistent, defensive revenue streams.
Wide Moat – Industry leadership in essential lab equipment and scientific reagents.
Capital Allocation – Rated Exemplary for reinvestment and shareholder stewardship.
Diversified Client Base – Serves healthcare, biotech, and academic institutions globally.
Tariff-Resistant – Defensive positioning and global scale limit long-term exposure.
Bottom Line: Thermo Fisher is a high-quality life sciences pick for patient investors seeking resilience and growth.
Industry: Medical Devices
Current Status: 35% undervalued; 5-star rating, medium uncertainty, 1% dividend yield.
Moat from Complexity – Device training creates surgeon loyalty, limiting competitor entry.
Aging Population – Demographic tailwinds support sustained joint-replacement demand.
Tariff Adaptability – Ability to shift manufacturing reduces long-term trade exposure.
IP Protection – Strong patent portfolio shields market share and reinforces pricing power.
Short-Term Pressure – Margins may tighten temporarily, but long-term thesis remains intact.
Bottom Line: Zimmer Biomet is undervalued and well-positioned to benefit from secular healthcare trends.
Industry: Technology / Retail
Current Status: 28% undervalued; 4-star rating, medium uncertainty, no dividend.
Cloud Growth – AWS remains a top performer, supporting AI development and enterprise needs.
Retail Dominance – Still the leader in online retail with scale and logistics few can match.
High-Margin Expansion – Rapid growth in advertising business boosts overall profitability.
Resilient Supply Chain – Better positioned than peers to manage cost increases from tariffs.
Upgraded Fair Value – Morningstar raised fair value to $240 due to stronger profitability and working capital metrics.
Bottom Line: Amazon offers long-term growth across multiple verticals at an attractive valuation for quality-focused investors.
Industry: Consumer Staples / Alcoholic Beverages
Current Status: 35% undervalued; 5-star rating, medium uncertainty, 2.7% dividend yield.
Brand Power – Portfolio includes globally recognized labels like Jack Daniel’s and Woodford Reserve.
Premium Growth – Expansion into super-premium and ready-to-drink categories supports long-term upside.
Overcorrected Sentiment – Stock still recovering from post-pandemic valuation highs.
Strong Distribution – Efficient global distribution model enhances margins and scalability.
Long-Term Positioning – Conservative modeling still suggests upside amid evolving consumer preferences.
Bottom Line: Brown-Forman blends brand strength with income potential, making it a top-tier long-term consumer play.
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