These 34 Trending Stocks Make Products You Use Everyday

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Slower e-commerce growth expected. Inflation and consumer spending headwinds. Continues to invest e-commerce infrastructure. Valuation near historical low. Unlock Premium - Try 5i Free

She owns Visa, but both are attractive because of the trend to digital payments--lots of runway here. Near-term, there's some regulatory overhang in the U.S. given both stocks being so dominant. If we fall into a recession, transaction volumes may soften, but both offer attractive long-term growth. Start to build positions on pullbacks, though not…

Stockchase Research Editor: Michael O'Reilly NFLX is introducing a new ad-based subscription tier that it expects will add subscribers and aid the bottom line. Recent earnings beat expectations and support a ROE of 30%. It has used some cash reserves to prudently retire debt. We recommend placing a stop loss at $200, looking to achieve…

(A Top Pick Jun 14/22, Down 0.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with V has triggered its stop at $190. To remain disciplined, we recommend covering the position at this time.

Her time frame is very long and has held it for a long time (and bought at much cheaper). She remains bullish. Meta if fairly valued and generates a lot of cash. People are misreading Zuckerberg.

As a 5-year hold Current growth estimates are 12% and 13% sales growth and 68% gross margins. 10% of their market cap is cash. There's a gap between between expectations between now and 2023. The price target is $143 based on 48 buys and three holds and no sells. Sentiment hasn't changed yet. Buy it…

The market is oversold, no doubt, but Apple is an outlier in megacap tech, but it hasn't off like the sector (or the market) has.

(A Top Pick May 31/22, Down 12.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with MSFT has triggered its stop $240. To remain disciplined, we recommend covering the position at this time. When combined with the previous buy recommendation, this will result in net investment loss of 14%.

Currently trading around $75 with an accepted buyout from Microsoft at $95 a share. A potential 26% arbitrage gain. The spread can be explained by the lack of a set date for when the deal would happen and the chance of it getting canceled. Social media mentions are up 333% over the last 24h.

Powell's speech on Wednesday was a shift. You can no longer feel that the consumer and earnings are strong. Instead, there is a lot of uncertainty. The markets know inflation will remain stubbornly high and so will yields to combat inflation. Earnings revisions will come down. He sold this because the consumer will face some…

As a 5-year hold Yes, because it's a global leader in ride shares. Its compound annual growth rate is probably 25% over the next 5 years. It's doesn't matter if it's down 80% from its highs. Lyft is well-positioned for the future. They're freezing hiring (though still want drivers) for the rest of the year.…

They have a coherent, terrific strategy, but the stock just went up too high. Expect downside and volatility.

(A Top Pick Jul 14/22, Down 25.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with INTC has triggered its stop $28. To remain disciplined, we recommend covering the position at this time.

(A Top Pick Jul 19/22, Down 20.9%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with AMD has triggered its stop $68. To remain disciplined, we recommend covering the position at this time.

(A Top Pick Apr 23/21, Down 39%) Fundamental story is very good. Political interference from the Chinese government has been difficult and made investors shed the name. Political interference from the US by potential delisting. Attractively priced now, but political risk is too high. Sometimes you make a mistake, and it's time to sell.

Great price momentum. Very stable stock in terms of volatility. Not the cheapest at 34x earnings. Quality of earnings is high, balance sheet is great, in the right sector. If we see a rise in unemployment, will benefit. In the sweet spot for a recession.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. 2022 Guidance maintained. Strong pull-forward in demand. Supply chain issues curbed. Initiated first ever dividend. Unlock Premium - Try 5i Free

Struggling with core Timmie's franchise in Canada. Limited inroads in US. Tim's accounts for around 40% of EBITDA operating profit. Not much menu innovation. Traffic hasn't recovered to pre-Covid levels. Interest rate hikes dampen fire power for further acquisitions. Don't buy.

They report Friday. Lululemon has been crushing them. Avoid.

A go-to stock. Delivery of boxes is part of the old economy. AWS is really important going forward, as it's part of the new economy. Fine at these prices.

Plagued by higher wages, unionization efforts, resignations. Solid growth, upward guidance, more stores, innovation. Trades at 26x 2023 earnings, and he models growth at 17%, so it's not crazy. Markets will be rocky, so use the charts and try to buy at the 200-day MA.

Integrated into movies, TV, streaming, toys, merchandise, theme parks. Excellent franchise value good for earning revenue. Large amounts of content already produced. Ad supported version of Disney Plus launching. Raising pricing next year will help bottom line. Current share price presenting good buying opportunity for investors.

They report Monday. They're a barometer for raw costs, supply chain issues and China's economy. He predicts the market will look past their weakness in China's demand and push shares higher. Weakness is already baked in to the stock after several downgrades.

He just sold his Walmart. The news earlier this week cut guidance for full-year 2023. There's a shift on consumer sentiment. It trades at a forward 22x which is a premium to the market. That's why he sold. WM will figure things out but will take a quarter or two.

Low risk. You can buy this against $225.

Today, the New York Times reported that a private entity wants to buy Dunkin'. Some felt that this stock was already overextended, but he disagrees. Their track record in acquisitions is fantastic. It has survived while peers have fallen away.

Allan Tong’s Discover Picks NTDOY stock pays a 2.81% dividend yield and trades at a 17x PE, compared to 27x a year ago. Activision Blizzard pays only 0.51% and trades at nearly 24x. The Home of Mario does face competition from the PS 5 and the Xbox, but these are nothing new. As of this…

Healthcare is defensive because you have constant demand for these products and services. Investors should have exposure in this uncertain economy. Her pick here is JNJ, given its strong balance sheet. They offer pharmaceuticals, medical devices and consumer products, so are diversified. Aging demographics will fuel demand.

It has always been part of their health care portfolio. It is losing some lustre and interest created by Covid but is still a good health care company with a good dividend. He likes others as well, maybe a bit better.

Has owned this since the mid-$80s. It offers the perfect blend of offence and defence perfectly. Investors have ignored this, but boasts a 20% a valuation discount to the S&P. You must be defensive, and Merck is a leader in healthcare.

Boeing and Airbus have a duopoly. She hasn't owned Boeing for years. In a given year, one company gets more orders, then the next year the other gets more. It's split this way. Instead of these companies, she prefers owning the suppliers to these companies.

Their troubles will play out, but boy it's taking a long time. Their Q2 earnings were much better than expected and 787s are being delivered again which is important for free cash flow. Shares jumped to $172 and now down to $157. He's adding to his position as shares have gone done. This is on…

(A Top Pick Jun 30/22, Down 18.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with FDX has triggered its stop $195. To remain disciplined, we recommend covering the position at this time.

An analyst downgraded it today, but this is a short-term trading call. Long-term, this is worth buying. UPS has a high yield. This will rebound after a short dip, he think. As a retail investor, distinguish between a short-term call and a long-term one.