Mr Market Loves These 10 Stocks to Buy Now

Hey Bow Tie Nation! It’s your weekly dose of stock market insight, and today, I’m bringing you the top stocks to buy now, the best stocks to watch, and the top stocks that could potentially take off soon. We’re in a market that's hitting new all-time highs, and I’ve found 10 stocks that have practically unanimous buy ratings from Wall Street analysts—nine out of ten analysts can’t be wrong, right? Well, mostly. But let’s dig into it.

My Investing Recommendations 📈

🟢 Analyst Picks: Top Stocks to Buy Now 🟢

Factset Research just released a survey of analyst recommendations, and I've got the scoop on 10 stocks to buy now. This list features some heavy hitters like Amazon, Microsoft, and Nvidia—three of the Magnificent 7—but surprisingly, not as many tech or energy stocks as you might expect, though overall sector returns are looking strong for both areas.

If you’re not into picking individual stocks, consider ETFs like XLK for Tech and XLE for Energy. These can provide broad exposure to sectors that analysts believe have big upside potential over the next year.

The list also includes UnitedHealth in healthcare, and a couple of airline stocks—Delta and United Airlines. While airlines had a great summer, I’m skeptical they have much upside left. Overall, Wall Street isn’t too optimistic about Real Estate and Financials either, with expected returns of just 3-5%.

💡 Where I Disagree with Wall Street 💡

Despite Wall Street's take, I still see opportunity in Utilities, Healthcare, and Financials. Last quarter, these sectors had some of the biggest surprises in earnings, easily beating expectations. If you’re looking for broad exposure, XLRE and XLF are good picks for Real Estate and Financials, respectively.

Investor sentiment has become shaky lately, and the market is punishing any earnings misses harshly. It’s crucial to be mindful of valuations—five sectors, including Technology, Financials, and Healthcare, are trading well above their long-term averages, so proceed cautiously.

🔴 Stocks to Avoid & Caution Ahead 🔴

On the list of stocks analysts hate, we’ve got names like Franklin Resources, T. Rowe Price, and Consolidated Edison. One surprising addition is Alibaba (BABA), which I’ve been buying since late 2022. Despite a rough stretch, it’s paid off, though I’m not adding more at this point.

Another one under fire is Super Micro Computer (SMCI), which took a hit due to a Department of Justice inquiry. Despite the controversy, I’m holding firm—SMCI remains a leader in data center hardware and is poised for solid growth as AI demand surges.

Joseph Hogue, CFA spent nearly a decade as an investment analyst for institutional firms and banks. He now helps people understand their financial lives through dividend stocks, investing and ways to make more money. He has appeared on Bloomberg and on sites like CNBC and Morningstar. He holds the Chartered Financial Analyst (CFA) designation and is a veteran of the Marine Corps.

Disclosures:
All content on this channel is for informational purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Trading stocks, ETFs, other securities, and/or cryptocurrencies poses a considerable risk of loss. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Should you need such advice, consult a licensed financial or tax advisor. When you make purchases through links in this video description, the author may earn a commission.

[williamspach]

The stock market is definitely picking up pace right now, but I still think investors should be careful at this time. I'm actually a newbie in this space, so I'm open to hearing other investors' take on this.

[MartinHicks-dwsu]

Mr. Market definitely has its favorites! It’s always interesting to see which stocks are getting attention, but I like to focus on long-term growth potential rather than just market trends.

[BarbaraLouise-ir]

The biggest lesson I learned in 2023 about the stock market is that nobody knows what will happen next, so practice some humility and low a strategy with a long-term edge.

[Linette-g-y]

September has historically proven to be one of the most volatile months for stocks. With this uncertainty looming, I'm at crossroads deciding if to liquidate my $250k portfolio and get back in after the election, or should I buy more stocks in a promised bullish October?

[JannyLuits]

I just switched up my Roth IRA to 50% SCHD, 25% SCHX, 25% SCHG, and my Roth 401k is 70% vanguard S&P 500 index, 20% vanguard growth index, and 10% vanguard international index. Seeking best possible ways to grow $350k into $1m+ before retirement, I'm 55.

[Kathryn]

How do most of you guys still balance life, even with the downturn of the economy and ever increasing life standards

[Stefan-dc]

I'm mostly in cash and waiting for this market to re-level on the reality of our situation. Or are there any ways I can avoid a crunch and maximize my savings of $350k?

[humbertofigueira]

thanks for sharing ! great information and analysis !!

regards from Panama !

[andydressler]

OMG?!! I just bought AWS two months ago and have just bought my 3rd home in the short time?! Just crazy... In fact, I plan on retiring by the end of the year and considering buying a 3rd World-Country when I do - YES, an entire country!

[Bigmaac]

What's with all the AWS scam bots in comment's. It's a scam for the humans reading this

[nufosmatic]

9:42 - SMCI builds custom computing modules for Facebook.

[ambroseg.asante]

Very helpful video with what is going on with the market. Thank you Joe ❤

[barretthilda]

Bought AWS41H after watching your video, super excited! 💰

[amyc]

I'm enjoying the real estate attention :)

[GraziaMacahilas]

I've been purchasing stocks since the beginning of the year, but nothing has changed. However, I've been reading articles about people who are still in the same market who have made over $350, 000 in just a few months. What am I doing incorrectly?

[SamRobert-co]

Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated.

[eldersprig]

Mr Market.
Really? Benjamin Graham made a 360 degree revolution.

[helenphan]

Thanks for the advice! Got AWS41H, feeling bullish! 🚀

[christophertryphena]

Appreciate the recommendation! Bought AWS41H, expecting 10x returns. Major exchanges confirming listings. Your insights have always been on point. Looking forward to seeing where this investment goes, thanks for the valuable advice!

[rosedonatella]

Just watched your video discussing AWS41H and I am very excited about this