5 Stocks to Buy in July

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.

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.

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.

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.

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.