Morgan Stanley’s “Vintage Value 2026” list highlights 16 top picks like Amazon, Walmart, Microsoft, Meta, and Visa — stocks seen as having strong risk-reward potential over the next year.
I’d follow the list as a reference, not a blind buy. It’s built for a 12-month horizon, so do your own checks before investing.
Amazon (AMZN): Still promising — AWS, automation, and cost savings could boost profits. Yet, high valuation and slowing consumer demand may limit near-term upside. I’m moderately bullish, but position sizing is key.
Walmart (WMT): More defensive and stable. Growth in Walmart+, retail media, and e-commerce strengthens its long-term story. Despite short-term margin pressure, it fits cautious investors better.
In short: both are strong picks, but Walmart offers steadier growth while Amazon delivers higher potential — with higher risk.
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