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5 Stocks to Buy in July
Kenny G
July 04, 2025
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THE MONEY IDEA💡
5 Stocks to Buy in July
Welcome, we are 37,895 Money Masters and counting!
Happy 4th of July!
Even as markets hit new highs and trade worries linger, the Independence Day holiday is a perfect reminder to take a breath and focus on long-term assets. This week, we’re diving into five companies Morningstar highlights as solid picks for the second half of 2025. Whether you're after reliable energy sector dividends or cutting-edge AI hardware, these stocks offer a range of options for building a resilient portfolio.
Let’s dive in.
THE MONEY IDEA💡
5 Stocks to Buy in July
Industry: Healthcare / Biotechnology
Current Status: Undervalued; 4-star rating, wide moat, medium uncertainty
Obesity Pipeline Potential – Despite near-term trial bumps, Amgen targets a 2028 launch for its obesity drug with billions in projected revenue.
Diversified Revenue Base – Strong cash flow from established biologics and biosimilars reduces dependency on single products.
Defensive Sector – Healthcare demand remains steady across cycles, offering portfolio ballast.
Valuation Discount – Morningstar estimates shares trade around 17% below fair value, giving room for upside.
Solid Dividend Commitment – Reliable, growing payouts support long-term investor confidence.
Bottom Line: Amgen’s proven portfolio and pipeline innovation make it a compelling choice for steady, defensive growth at an attractive price.
Industry: Industrials / Transportation & Logistics
Current Status: Fairly Valued; 3-star rating, medium uncertainty
E-Commerce Demand – Expanding B2C shipping supports revenue even as industrial volumes soften.
Cost Discipline – Investments in automation and network optimization aim to drive margins higher over time.
Global Reach – Extensive international footprint positions FedEx to benefit as trade normalizes.
Resilient Cash Flow – Broad-based operations provide stability through economic cycles.
Strategic Flexibility – Management is focused on rebalancing capital expenditures and shareholder returns for long-term health.
Bottom Line: FedEx offers steady exposure to global commerce with ongoing efficiency improvements supporting earnings stability.
Industry: Energy / Refining
Current Status: Undervalued; 4-star rating, narrow moat, high uncertainty
Strategic Footprint – Owns seven U.S. refineries, benefiting from limited competition.
High Dividend Yield – Pays nearly 5%, rewarding investors while margins recover.
Undervalued Entry – Trades at roughly a 19% discount to fair value amid cyclical pressure.
Turnaround Potential – Management focused on improving refining margins and operational efficiency.
Moat from Scale and Location – Difficult regulatory environment limits new competition, supporting pricing power.
Bottom Line: HF Sinclair offers a high-yield opportunity for investors comfortable with cyclical energy exposure and turnaround potential.
Industry: Energy / Pipelines & Infrastructure
Current Status: Undervalued; 4-star rating, no moat, high uncertainty
Fee-Based Revenue – Diversified pipeline network generates steady, inflation-protected cash flows.
Attractive Yield – Distributes over 7%, appealing to income-focused portfolios.
Discounted Price – Shares recently dipped, offering about a 13% discount to fair value.
Growth Outlook – Expanding LNG demand supports volume growth in natural gas transport.
MLP Tax Benefits – Unique structure may provide deferred tax advantages, though investors should consider K-1 reporting.
Bottom Line: Energy Transfer is a high-yield midstream play for investors seeking reliable cash flows and LNG-driven growth potential.
Industry: Technology / Semiconductor Foundries
Current Status: Undervalued; 4-star rating, wide moat, medium uncertainty
Chipmaking Leader – The most advanced foundry globally, producing cutting-edge AI and high-performance chips.
AI Growth Engine – Key supplier to Nvidia and other AI giants, directly benefiting from the surge in GPU demand.
Moat from Cost and IP – Technological lead and scale make competition extremely difficult.
Attractive Valuation – Even after big gains, Morningstar sees a 13% discount to fair value.
Strong Financials – Significant capex enables next-gen node leadership, ensuring long-term relevance.
Bottom Line: TSMC remains a key AI investment, pairing technological dominance with a reasonable price.
Need our expert tips? Grab our Money Mastery guides today.
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