Morgan Stanley’s 2026 Vintage Value list looks strong after last year’s picks soared—KKR, Walmart, and Tenet Healthcare all jumped over 65%. Amazon topping the list again shows its staying power, but I’ll be selective rather than follow it blindly. Their track record earns respect, but my portfolio needs balance, not blind faith.
My top choice is NextEra Energy $NextEra(NEE)$ . With massive wind and solar projects, it’s a quiet leader in renewables—steady dividends, solid moat, and great for long-term compounding. Palo Alto Networks $Palo Alto Networks(PANW)$ also stands out, but NEE feels steadier and better aligned with global energy shifts. I see it as a calm anchor amid a volatile market.
Still bullish on Amazon’s upside and cautious on Walmart after its huge run. Overall, I’ll dip into this list but stay diversified to keep flexibility. The key for me is blending dependable compounders like NEE with selective growth names for balance.
@Tiger_comments @TigerStars
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