Top Ten Lists, A Look Back -- 2023 And Recommendations -- 2024

Locator: 46329INV.

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Posted After January 15, 2024

Barron's Roundtable: long, long read. January 14, 2024. Eight stocks recommended. Lots of discussion. Link here.

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Posted Prior To January 15, 2024

Link here, AppEconomy, best companies of 2023:

• META: the year of efficiency;
• SpaceX: skyrocketing valuation;
• Novo Nordisk: is Ozempic right for me?
• MSFT: OpenAI, Azure, and Activision
• Nvidia: company of the year

Barron's top ten for 2024, in alphabetical order, in BOLD, my favorite:

• Alibaba
• GOOG (Alphabet);
• Barrick Gold
• BRK (Warren Buffett)
• BioNTech (partner PFE and competitor Moderna)
• Chevron
• Hertz Global
  
• Madison Square Gardens Sports
• PepsiCo
• U-Haul Holding

Barron's top ten for 2023 (same link as above):

TMDW top ten for 2024, one-year change; 5-year change; new money -- not necessarily top picks for the year; for example, if I didn't have to re-balance my portfolio, AAPL would replace ABBV or WMT, as just one example. The following list is "fluid" but likely where 85% of my new money will be allocated in 2024, in order of preference:

• TSM: 35%; 187%;
• AVGO: 105%; 361%
• MSFT: 54%; 277%
• NVDA: 201%; 1,400%;
  
• CAT: 28%; 138%
  
• DE: - 11%; 170%;
• WMT: 7%; 75%;
• DVN: - 24%; 105%
  
• NOG: 20%; 80%
  
• ABBV: -5%; 81%;

Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. 

All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. 

Again, all my posts are done quickly. There will be typographical and content errors in all my posts. If any of my posts are important to you, go to the source.

Forbes: besides top ten stocks for 2024, a nice article about investing (not trading):

Unicorns, link here:

Top five on-line periodicals plus a few more if you need more:

• WSJ;
• Barron's;
• The Atlantic;
• The New Yorker;
• New York Review of Books;
• Boston Globe;
• NY Times;
• LA Times;
  

Top retailers:

• computers, phones: Apple
• toys: Lego
• furniture: Stickley
• fast food: McDonald's; Chick-Fil-A (tie; comparing apples to oranges)
  
• streaming: Amazon, Hulu (tie)
• home, grocery: Walmart
  

Seven dividend-paying big-cap stocks: 

Link here.

From Barron's, link here: the AI run is not over. 

From Barron's, link here: AAPL could hit market cap of $4 trillion in 2024.

Apple currently has a market cap of about $3.1 trillion. The stock would need to close at $257.19 a share or higher to reach the $4 trillion market cap milestone. That’s a 30.6% gain from Tuesday’s close.

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The Market 2023 Going Into 2024

From The WSJ: 

Mentioned:

• S&P 500 ETF Trust
• bonds
• MMFs
• crypto