🎁Pick Best Targets from 20 High-quality Stocks for H2 2023

TigerPicks
2023-07-06

Hi Tigers,

Welcome to Quantitative Picker column, a Fundamental stock picking strategies column based on the function of “Screener“ of Tiger Trade.

Identifying high-quality businesses can be complex.

Fundamental stock picking refers to the process of selecting and analyzing various stocks in the market involves analyzing a company’s financial data, management capabilities, and market outlook to determine its investment value and etc.

As in the Early stage of H2 2023. You may become more confidence and have tried to spend more time on potential stocks to ride the biggest H1 bull for 40 years of $NASDAQ(.IXIC)$ .

Here are 25 high-quality stocks ranked by marketcap, selection based on key indicators:

  • ROIC >15% ;

  • FCF growth 5Y >10% ;

  • Revenue growth next 5Y >10% ;

  • EPS growth next 5Y >10%

According to the above conditions, we can find matching stocks as follows:

Notes:Price data as of July 5th, investing take risks,historical performance is not a guide for future investment advice. Please turn to more fundamental analysis on the interested stock for guidance.

Rank

Ticker

Market value

($)

Current price ($)

Median Average Traget Price for Future 12 Month($)

YTD 2023

1

$Microsoft(MSFT)$

2.51 Trillion

338.15

343.51

41%

2

$Visa(V)$

490.7B

239.45

267.89

15.25%

3

$Novo-Nordisk A/S(NVO)$

358.6B

160.00

176.16

18.22%

4

$ASML Holding NV(ASML)$

282.4B

715.67

735.27

30.98%

5

$Adobe(ADBE)$

222.1B

487.26

537.04

44.79%

6

$Airbnb, Inc.(ABNB)$

83.00B

131.69

129.28

54.02%

7

$Cadence Design(CDNS)$

63.40B

232.52

236.11

44.75%

8

$MercadoLibre(MELI)$

62.63B

1247.36

1529.21

47.4%

9

$Fortinet(FTNT)$

58.35B

73.31

74.65

51.99%

10

$Chipotle Mexican Grill(CMG)$

58.51B

2120.71

2111.38

52.85%

Data as of July 5th, source from Tiger Trade

Rank

Ticker

Market value

Current price

Average Traget Price for Future 12 Month

YTD 23

1

$Adyen N.V.(ADYEY)$

25.64B

16.55

18.00

19.93%

2

$STMicroelectronics NV(STM)$

44.35B

48.98

55.33

37.7%

3

$Monolithic Power(MPWR)$

24.81B

523.26

520.20

47.98%

4

$Genmab A/S(GMAB)$

25.12B

38.48

44.30

-9.2%

5

$Paycom(PAYC)$

18.40B

317.89

369.68

2.44%

6

$ASM International N.V.(ASMIY)$

20.46B

414.00

——

62.73%

7

$Etsy(ETSY)$

10.50B

85.15

116.98

28.91%%

8

$Wingstop(WING)$

5.6B

189.47

214.29

37.68%

9

$Livent Corp.(LTHM)$

4.92B

27.62

32.7

39%

10

$Qualys(QLYS)$

4.6B

127.19

160

13.33%

Data as of July 5th, source from Tiger Trade

Please comment to Win Multiple Prizes:

  • Do you own any of these quality stocks?

  • What stock you are bullish on in H2 2023, how do the dividend, financials, and any technical buy or sell signals you are getting?

  • Does the stock's industry match the cycle based on the H2 2023 outlooks from institution?

Recommend to read articles from @Capital_Insights

JPMorgan Mid-Year Outlook: Looking Back & Ahead With 8 Tips

H2 2023 Outlook | S&P 500 Sectors be Focused on & Points Forecast


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Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • MasterStonker
    2023-07-06
    MasterStonker
    Yes,  $Airbnb, Inc.(ABNB)$ is my pick since opening of the economies as travel is in. I also think  $Microsoft(MSFT)$ will be bullish as this counter has MOAT and the ability to win as it has a monopoly for what they do. 
  • Ri_Love
    2023-07-11
    Ri_Love
    //@LMSunshine:

    🐯🪙 Friends come find out what’s the 20 High-Quality Stocks from @TigerPicks and share your thoughts❣️ (1) I’m only own MSFT from the list for now. I bought it during the 🐻 market due to its potential growth and returns from AI🤖 (2) My most bullish stock for 2H 2023 is also MSFT❣️ From oustide the list, it’s actually CVS as I believe it's oversold. With mild recession-risk ahead, investors will likely rotate back to healthcare stocks as a safe haven. Thanks loads @TigerPicks ❣️

  • LMSunshine
    2023-07-07
    LMSunshine

    🐯🪙 Friends come find out what’s the 20 High-Quality Stocks from @TigerPicks and share your thoughts❣️ (1) I’m only own MSFT from the list for now. I bought it during the 🐻 market due to its potential growth and returns from AI🤖 (2) My most bullish stock for 2H 2023 is also MSFT❣️ From oustide the list, it’s actually CVS as I believe it's oversold. With mild recession-risk ahead, investors will likely rotate back to healthcare stocks as a safe haven. Thanks loads @TigerPicks ❣️

  • Fenger1188
    2023-07-06
    Fenger1188
    谢谢分享
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