Capital Markets’ top 30 global ideas for the fourth quarter

seekingalpha10-02

Capital Markets updated its global list of stock ideas for the fourth quarter of the year. These are 30 high-conviction, long-term ideas with quarterly updates “that enable dynamic changes into names ...

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These are 30 high-conviction, long-term ideas with quarterly updates “that enable dynamic changes into names ...</p>\n\n<a href=\"https://seekingalpha.com/news/4155178-capital-markets-top-30-global-ideas-for-the-fourth-quarter\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ACWI","symbol_name":"MSCI全球ETF-iShares","start_time":0,"source_url":"https://seekingalpha.com/news/4155178-capital-markets-top-30-global-ideas-for-the-fourth-quarter","article_id":"2472586857","we_media_id":null,"thumbnails":["https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1892797470/image_1892797470.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2472586857","pubTimestamp":1727808081,"sourceInfo":{"source_id":"seekingalpha","name":"Seeking Alpha"},"weMediaInfo":null,"summary":"Capital Markets updated its global list of stock ideas for the fourth quarter of the year. 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The best performing stocks were Brambles (OTCPK:BMBLF) up 41.5%, Marks and Spencer Group (OTCQX:MAKSF) up 32%, and PayPal Holdings (PYPL) up 30.6%. Also, since its inception in 2019, the list has delivered a total return of 91.7%, above the ACWI (ACWI) at 70%. Here is the updated list, all outperform-rated:  Alimentation Couche-Tard Inc. (OTCPK:ANCTF) – Implied all-in return: 26.7% American International Group Inc. (AIG) – Implied all-in return: 21% Anheuser-Busch InBev SA/NV (BUD) – Implied all-in return: 28% $Bank of America Corp(BAC-N)$. (BAC) – Implied all-in return: 18.4% Boston Scientific Corp. (BSX) – Implied all-in return: 1.4% Brambles Limited (OTCPK:BMBLF) – Implied all-in return: 4.3% Cameco Corp. (CCO) – Implied all-in return: 16.4% Canadian Natural Resources (CNQ) – Implied all-in return: 36.1% Constellation Software Inc. (OTCPK:CNSWF) – Implied all-in return: 6.9% CrowdStrike Holdings Inc. (CRWD) – Implied all-in return: 19.4% Ferrari NV (RACE) – Implied all-in return: 11.4% First Solar Inc. (FSLR) – Implied all-in return: 26.3% Gaming and Leisure Properties Inc. (GLPI) – Implied all-in return: 16.7% GFL Environmental Inc. (GFL) – Implied all-in return: 20.5% HealthEquity Inc. (HQY) – Implied all-in return: 22.2% HEICO Corp. (HEI) – Implied all-in return: 4.1% HubSpot Inc. (HUBS) – Implied all-in return: 31.7% Illumina Inc. (ILMN) – Implied all-in return: 93.2% Intercontinental Exchange Inc. (ICE) – Implied all-in return: 25.6% London Stock Exchange Group (OTCPK:LDNXF) – Implied all-in return: 8.8% PayPal Holdings Inc. (PYPL) – Implied all-in return: 7.7% PG&E Corp. (PCG) – Implied all-in return: 21.6% Pinterest Inc. (PINS) – Implied all-in return: 48.3% Sarepta Therapeutics Inc. (SRPT) – Implied all-in return: 44.9% Shell Plc (SHEL) – Implied all-in return: 44.4% Siemens Aktiengesellschaft (OTCPK:SIEGY) – Implied all-in return: 10.3% TELUS Corp. (TU) – Implied all-in return: 16.5% Veeva Systems Inc. (VEEV) – Implied all-in return: 19.1% Xylem Inc. (XYL) – Implied all-in return: 21.6% Zalando SE (OTCPK:ZLDSF) – Implied all-in return: 42.2%","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2472586857"}