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5 Stocks to Buy Post-Election
Kenny
November 15, 2024
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THE MONEY IDEA💡
5 Stocks to Buy Post-Election
Welcome to Money Masters!
After the recent election, certain stocks are set to benefit from anticipated policy changes geared towards business growth, lower taxes, and deregulation. Morningstar experts Susan Dziubinski and David Sekera have highlighted five promising picks poised to thrive in this new economic environment.
Let’s dive in.
THE MONEY IDEA💡
5 Winners for Your Portfolio
Brand Dominance: Home Depot’s market position in home improvement makes it a trusted brand for both DIYers and professional contractors.
Expanding Pro Services: Investments in services tailored for contractors help drive repeat business and increase revenue.
Digital Transformation: Home Depot’s e-commerce and delivery services boost its digital sales, keeping it competitive in a growing online market.
Stable Growth Outlook: With an expected 6% CAGR in earnings, Home Depot reflects stable growth despite economic cycles.
Pricing Power: Home Depot’s ability to pass on costs to consumers helps protect margins, especially during inflationary periods.
Economic Moat from Unique Formulas: IFF’s custom formulations in flavors and fragrances create high switching costs for its customers.
Recovery from Cost Inflation: With raw material costs stabilizing, IFF’s margins are expected to improve, supporting profit growth.
Sustainable Product Demand: As consumers favor natural and eco-friendly ingredients, IFF’s position in sustainable products is a growth driver.
Attractive Entry Point: Currently trading at a 29% discount to fair value, IFF is a potential opportunity for value-oriented investors.
Market Normalization: After a period of inventory destocking, demand for IFF’s products is rebounding, which should support revenue growth.
High Yield: With a 4.4% dividend yield, Bristol-Myers offers solid income potential, appealing to dividend-focused investors.
Diverse Drug Pipeline: Despite patent expirations on some drugs, new treatments are expected to offset revenue declines, supporting long-term stability.
Immunotherapy Strength: Bristol-Myers’ advancements in cancer immunotherapy bolster its position in a growing healthcare market.
Undervalued: Trading at just 8 times projected 2025 earnings, the stock is attractively priced relative to its peers.
Resilient Demand: With ongoing healthcare needs, Bristol-Myers is well-positioned for steady performance amid economic uncertainty.
Attractive Dividend: With a 3.5% yield, Kenvue offers a reliable income source for investors in a stable sector.
Growing Market for Health Products: Kenvue’s focus on premium health and wellness products aligns with consumer demand trends.
Operational Efficiency: Recent cost-saving measures support margin stability, helping Kenvue to remain competitive.
Potential Activist Influence: Starboard Value’s involvement could lead to shareholder-friendly changes, potentially unlocking more value.
Relative Value: Trading at a slight discount to fair value, Kenvue’s defensive nature makes it appealing amid market uncertainties.
Wide Economic Moat: Bio-Rad’s economic moat is bolstered by high switching costs, as labs and healthcare facilities are heavily invested in its diagnostic equipment.
Recurring Revenue Model: With 70% of revenue from consumable reagents, Bio-Rad benefits from consistent, high-margin sales tied to its products.
Expanding Operating Margins: Bio-Rad’s focus on increasing its operating margins, projected to reach 17.5% from this year’s 11.5%, supports its growth trajectory.
Strong Demand in Diagnostics: Growing research and healthcare needs contribute to steady demand for Bio-Rad’s life sciences and diagnostic products.
Discounted Valuation: Currently trading at a 14% discount to fair value, Bio-Rad presents an attractive entry for investors seeking long-term growth in the healthcare sector.
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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