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5 Stocks to Hold Long Term
In today's market, investors are always on the lookout for...
Kenny
August 02, 2024
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5 Stocks to Hold Long Term
In today's market, investors are always on the lookout for significant capital appreciation over extended periods of time. With the help of Morningstar experts, here are five stocks that currently present compelling buying opportunities based on their strong fundamentals, diverse portfolios, and strategic positioning for long-term growth.
Let’s dive in.
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5 Best Stocks for 2024
Business Overview: Microsoft has been an early leader in artificial intelligence, driving growth in its Azure cloud business.
Strong Growth: Azure grew 31% year-over-year, with similar growth expected this year, fueled by AI advancements.
Economic Moat: Rated with a wide economic moat and medium uncertainty, Microsoft remains a solid investment.
Capital Expenditures: High spending on AI buildout is seen as crucial for future growth.
Global Perspective: Insights from their fiscal outlook will provide valuable information on the US and global economy.
Business Overview: Meta is making significant investments in AI, with a focus on long-term returns.
Ad Pricing Growth: After two years of declines, ad pricing increased last quarter, showing potential for continued growth.
User Engagement: Monitoring growth in daily average users on Facebook and Instagram is crucial, as these platforms near saturation.
Privacy Challenges: Meta continues to navigate privacy restrictions from governments and tech companies like Apple.
Monetizing AI: Key to watch how Meta plans to monetize AI and improve operating margins.
Business Overview: Short-term focus on iPhone sales, particularly with sluggish sales in China before the iPhone 16 launch.
AI Capabilities: Upcoming AI features in new products are expected to drive future growth.
Economic Moat: Despite being overvalued, Apple’s wide economic moat makes it a stable long-term investment.
Revenue Guidance: Investors will look for guidance on revenue and operating profits for the next quarter.
Consumer Demand: Monitoring shifts in consumer demand and spending patterns will be essential.
Business Overview: AI is accelerating growth in AWS, Amazon's cloud business, which is key to its long-term profitability.
Ad Business Strength: Amazon's advertising business remains strong, supporting long-term growth assumptions.
Consumer Behavior: Insights into consumer behavior, particularly shifts to staples and private-label products, will be valuable.
Profitability: Potential upside surprises in profitability due to network improvements and efficiency.
Economic Moat: With a slight discount to fair value, Amazon remains a solid 3-star-rated stock with a strong market position.
AMD’s AI Chips: Expected to become the number-two player in AI chips, with a focus on GPU revenue.
Intel’s Challenges: Facing challenges in the semiconductor upgrade cycle, with a focus on catching up in manufacturing.
Market Position: Both companies rated 3 stars, with different paths ahead in the AI and semiconductor markets.
Economic Moat: AMD has a narrow economic moat, while Intel has no economic moat, reflecting their competitive positions.
Long-Term Outlook: Investors should look for progress in AI product development and semiconductor manufacturing efficiency.
The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.
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