Charles Lemonides
Founder and Chief Investment Officer of ValueWorks LLC, recommends buying shares in BJ’s Wholesale Club Holdings Inc. Lemonides is bullish on the discount retailer, which has been able to compete effectively with larger rivals like Costco and Walmart. BJ’s also has a membership model that provides a reliable stream of recurring revenue. Lemonides notes that the company has a strong balance sheet, generating substantial cash flow and reducing its debt in recent years.
James Davolos
Managing Director at Horizon Kinetics LLC, sees opportunity in the technology sector, specifically, companies that produce semiconductors. As the demand for these chips grows, Davolos believes the companies that produce them will experience robust growth. He points to companies like Taiwan Semiconductor Manufacturing Co. and Samsung Electronics as potential investment opportunities. These companies have long track records of innovation and have invested heavily in research and development to maintain their competitive edge.
Kimball Brooker
The portfolio Manager at First Eagle Investment Management, sees value in companies that provide infrastructure services. He recommends investing in companies like Transurban Group and Atlantia, which operate toll roads and other transportation infrastructure. Brooker believes these companies are well-positioned to benefit from the increased focus on infrastructure investments and the growth of e-commerce, which has increased demand for transportation and logistics services.
Thomas Huber
Portfolio Manager at Eaton Vance Management sees opportunities in the healthcare sector. He recommends investing in companies like Illumina and Danaher, which produce medical equipment and diagnostic tools. Huber notes that these companies are well-positioned to benefit from the growth in the healthcare sector and the increasing demand for precision medicine.
Christopher Marangi
Co-Chief Investment Officer at Gabelli Funds LLC, recommends investing in companies that are at the forefront of sustainability and environmentalism. He sees an opportunity in companies like Brookfield Renewable Partners and NextEra Energy, which are leading the transition to renewable energy sources. Marangi notes that these companies have a long-term view and are well-positioned to benefit from the shift towards more sustainable energy sources.
Eric Schoenstein
The portfolio Manager at Jensen Investment Management, recommends investing in companies that have a strong competitive advantage and a history of delivering consistent returns. He points to companies like Visa and Mastercard as potential investment opportunities. These companies have strong brand recognition, significant market share, and consistent growth in revenue and earnings.
Kenneth Kuhrt
Managing Director at Janus Henderson Investors sees value in companies that provide essential services. He recommends investing in companies like Waste Management and Republic Services, which operate waste disposal and recycling services. Kuhrt notes that these companies have a reliable revenue stream. And are well-positioned to benefit from the increased focus on environmentalism and sustainability.
Amy Zhang
The portfolio Manager at Alger sees opportunities in companies that are positioned to benefit from the growth of the Chinese middle class. She recommends investing in companies like Alibaba Group Holding Ltd. and Tencent Holdings Ltd. Zhang notes that these companies are well-positioned to benefit from the increasing consumer spending power in China. And the growth of the digital economy.
Nancy Zevenbergen
Founder and Chief Investment Officer of Zevenbergen Capital Investments LLC, sees potential in companies that are revolutionizing the way we live and work. She recommends investing in companies like Square and Shopify, which are transforming the way we conduct financial transactions and e-commerce. Zevenbergen notes that these companies are well-positioned to benefit from the shift toward digital transactions and the growth of e-commerce.
In conclusion, there are many promising stock ideas for investors in 2023. The recommendations
