After a weak phase and a turbulent start to the new year, the time could now be ripe for the stock market bulls. Increasing confidence, attractive reviews and positive market signals speak for a possible trend reversal.
• Positive prospects for 2025 after turbulence
• Here experts see potential
• S&P 500, Comcast, Walt Disney & Co.
After a turbulent start of the year, 2025 could become a more stable and profitable year for investors. At least there are three renowned stock market letter experts, as Marketwatch reports.
Long -term performance
For example, portfolio manager Kelley Wright in his stock letter “Investment Quality Trends” calculates with profits and increases in dividends: “I think we could have a great market”. If Donald Trump pursues and enforced his political plans, “a real, legitimate organic economic growth” is quite possible, the expert estimates. In this environment, the S&P 500 could generate a return of at least eight percent this year. Wright noted that only a longer-lasting US inflation could cloud these prospects.
Meanwhile, Wright’s strategy focuses on financially strong companies with a long history of dividend distributions. Specifically, he called the Israeli company Ituran Location and Control and the Canadian oil company Imperial Oil in his stock exchange letter.
Value shares in view
In the meantime, portfolio manager John Buckingham in 2025 is particularly on value shares, as can be seen from the “The Prudent Speculator” stock exchange letter. Growth shares would currently appear overvalued: “Growth scares me because the ratings are high,” he says. The expert in particular favors the US media company Comcast, but also the US oil and gas producers Civitas Resources. “I still believe in the idea that when a company is going well, its shares will follow.”
While Buckingham expects a US BIP growth of around two percent for 2025, according to him, the S&P 500 should also increase by about eight percent against this background. He also sees the Russell 3000 Value Index by around 15 percent. Inflation remains so low that the US Federal Reserve can avert interest rate increases, predicts the portfolio manager.
Focus on established stock market sizes
In the “Blue Chip Investor” stock letter, Senior Investment Officer Alan Ebright emphasizes that expected profit growth of 12 percent for the S&P 500 in 2025 can hardly be expected. The “Blue Chip Investor” fund relies on large, established companies with strong competitive advantages that are undervalued: “If you go through swots, the alteration factor for these companies is very low”. According to the experts, Walt Disney and Hershey should be particularly noteworthy: Disney could benefit from an upcoming winner, while Hershey is still well positioned despite the increased cocoa prices.
Solid year 2025 ahead
On the whole, the experts agree that despite some risks such as a persistently high inflation, the 2025 stock markets could offer profits. Whether through dividend beads, value shares or blue chips – well -informed investors can benefit from these strategies. However, it is important to always keep the risk under control through broad diversification.
Editor finance.net
This text serves exclusively for information purposes and does not represent an investment recommendation. Finance.net GmbH excludes any regress entitlements.
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