Thomas Hughes | Page 2

Advanced Micro Devices is setting up for a robust rebound, which will likely start with the Q1 earnings release and gain momentum as the year progresses.

NXP Semiconductors is contracting in 2025, but sequential improvement is expected in Q2, cash flow is robust, and the capital return is safe.

Altria is setting up for a run to new highs before the 2nd half and then extend the rally due to its improved earnings quality and capital return.

The Coca-Cola Company builds leverage with increased market share and expanding reach in 2025. Analyst trends lead to new highs.

Insiders are buying mid-cap stocks in 2025. Mid-caps are important because they offer a blend of risk and reward not found with other market caps.

PepsiCo's 2025 hurdles are macroeconomic and not company-specific; the price plunge is setting up a deep value opportunity for long-term investors.

AbbVie is well-positioned for industry-leading growth, as Skyrizi and Rinvoq sales outperform, driving system-wide growth alongside a diversified portfolio.

ServiceNow is among the most durable software stocks, expected to sustain a 20% growth pace for the foreseeable future. Analysts lift targets in 2025.

The Salesforce stock price decline reached its bottom in April and is setting up for a robust rebound that could begin before mid-year.

Fundamentally sound dividend payers like Snap-on, Whirlpool, Verizon, and Cintas sold off along with the broad market and offer value to investors in Q2.

Snap-on is a must-own dividend stock for buy-and-hold investors, worth buying and holding in 2025 due to its low price and attractive growth outlook.

Whirlpool is a solid buy in 2025, offering a deep value and high yield that investors can rely on. Its U.S. operations are tariff-resistant.

Abbott Laboratories stock price is on track to hit a new high in 2025 and could do it before the end of the first half. Dividends and buybacks help.

United Airlines forecasts a robust year if the economy doesn't stall. While risks are present, a stall is unlikely until the second half or later.

Members of Congress were active traders during the tariff-induced market meltdown, and the activity wasn't isolated to a single party or house.

NVIDIA analysts trimmed targets and reduced ratings in early April, setting the market up to rebound strongly in late Q2 with the next earnings release.

Texas Pacific Land, TKO Group, and Keurig Dr Pepper are the most-bought large-cap stocks by insiders in Q1 2025. Each has tailwinds to drive it.

Fastenal's dividend distribution and distribution growth are safe and reliable for 2025 and 2026. The company is working to mitigate tariffs and executing well.

JPMorgan Chase & Company issued a solid Q1 report and reaffirmed its guidance; the bank is well-capitalized and can withstand a financial meltdown.

Despite the risk of tariffs, Micron is well-positioned to benefit from the AI boom in the long term. The stock has overcorrected to deep value levels.

The S&P 500 will remain under selling pressure until tariff cloudiness is replaced with certainties; the risk for the market is a cycle of guidance reduction.

Dividends from investments like REITs and infrastructure stocks have higher-than-average yields and can enhance portfolio return while reducing volatility.

NVIDIA's stock price correction has opened up a deep value, but there is a risk of buying in too early. This stock could continue to fall until headwinds ease.

The S&P 500 price pullback was caused by uncertainty and an earnings outlook reset that have left the market set up to rebound.

Halliburton is set up to move higher with its stock deeply undervalued and cash flow sufficient to sustain a robust outlook.

Salesforce is one of the most resilient software stocks. It is used by 95% of surveyed industries and 90% of Fortune 500 companies.

Williams-Sonoma, FedEx, and Advanced Micro Devices are at rock-bottom and ready to stage rebounds that could begin in Q2 with the Q1 earnings releases. W

An insider at Casey's General Stores is buying shares, highlighting a solid opportunity for investors in a high-quality dividend growth stock.

Advanced Micro Devices is making aggressive strides with its AI infrastructure and will likely exceed expectations in 2025 and 2026.

Lululemon's solid quarter was overshadowed by weak guidance; guidance is for growth on the top and bottom lines sufficient to sustain the capital return.