Morgan Stanley's 15 'vintage values' look to build on past year's 44% gains

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Morgan Stanley's 15 'vintage values' look to build on past year's 44% gains

seekingalpha2021-09-01

Morgan Stanley's annual "Vintage Values" collection gathers a list of stocks to hold for 12 months: "mid- to large-caps likely to realize superior risk-adjusted returns over the next year." It's the ...

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RGuy
·2021-09-02
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Avester
·2021-09-01
Ok
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Chitz
·2021-09-01
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  2021-09-01
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- Coolboy750:
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Zasper
·2021-09-01
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GohKS
·2021-09-01
Latest. Please like and comment. Thank you.
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Keychain
·2021-09-01
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- divinepapa:
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  2021-09-01
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It's biased toward high-quality stocks, Morgan Stanley notes, adding the group is also less expensive than the market on price/earnings, price/sales, and several price-to-cash flow measures. It also has a beta under 1, the firm notes.\nIt favors large-caps. And it's roughly balanced in terms of style: 33% of the list is classified as \"Growth,\" while 27% is classified as \"Value.\"\nAnd by Morgan Stanley's sector classifications, Technology is well represented with four names, starting with Microsoft(NASDAQ:MSFT), where \"commercial cloud and expanding margins drive underpriced teens earnings growth.\" In that sector, Microsoft is joined by fellow picks Cognizant Technology Solutions(NASDAQ:CTSH),NCRand Visa(NYSE:V).\nConsumer Discretionary/Industrials is next-most represented with three stocks - and an interesting inclusion in Ferrari(NYSE:RACE). It's a leading luxury brand with high-quality earnings and a path toward electric vehicles, along with a 12-month-plus customer order book, the firm says.\nIt's joined there by Johnson Controls International(NYSE:JCI)and Northrop Grumman(NYSE:NOC).\nFour other sectors are represented by a couple of names each. In Consumer Staples, that's Coca-Cola(NYSE:KO)and Mondelez(NASDAQ:MDLZ). Coca-Cola shows \"compelling\" risk/reward leveraged to the COVID-19 recovery, it says.\nIn Financials, the stocks are Apollo Global Management(NYSE:APO)and Synchrony Financial(NYSE:SYF). Apollo is seeing accelerating growth across its assets under management, with fee-related earnings not yet priced in, Morgan Stanley says.\nIn Healthcare, the names are Gilead Sciences(NASDAQ:GILD)and UnitedHealth Group(NYSE:UNH). Gilead has \"significant downside protection\" from its big cash-generating business, and \"that key catalyst such as Trodelvy in HR+ breast cancer can drive the stock higher.\"\nAnd in Media, it likes Alphabet(NASDAQ:GOOGL)and Warner Music Group(NASDAQ:WMG). For Alphabet, it says Google's websites growth is set to rebound in 2021 with \"several underappreciated products driven by mobile search, strong YouTube contribution, and continued innovation, such as Maps monetization.\"","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":[{"id":812598773,"gmtCreate":1630593347492,"gmtModify":1676530351499,"author":{"id":"3572269600788843","authorId":"3572269600788843","name":"RGuy","avatar":"https://community-static.tradeup.com/news/a86ba936ebd52ac47d37b671081dfc49","vip":1,"crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"3572269600788843","idStr":"3572269600788843"},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/812598773","repostId":1154229953,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":816011060,"gmtCreate":1630454822650,"gmtModify":1676530306206,"author":{"id":"3580699893311710","authorId":"3580699893311710","name":"Avester","avatar":"https://static.tigerbbs.com/fc17dd0c5da2587e7a887802bef82983","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3580699893311710","idStr":"3580699893311710"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/816011060","repostId":1154229953,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":816033978,"gmtCreate":1630454269194,"gmtModify":1676530305967,"author":{"id":"3574934277926519","authorId":"3574934277926519","name":"Chitz","avatar":"https://static.tigerbbs.com/988984eee397d7e772b978815d9b162e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3574934277926519","idStr":"3574934277926519"},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/816033978","repostId":1154229953,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5711033,"gmtCreate":1630454831131,"gmtModify":1663233195433,"authorId":3580699893311710,"author":{"id":3580699893311710,"idStr":"3580699893311710","authorId":3580699893311710,"name":"Avester","avatar":"https://static.tigerbbs.com/fc17dd0c5da2587e7a887802bef82983","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":816033978,"type":1,"supId":5710979,"prevId":0,"content":"Sure","text":"Sure","html":"Sure"},{"id":5710979,"gmtCreate":1630454633606,"gmtModify":1663233194731,"authorId":3555112963364763,"author":{"id":3555112963364763,"idStr":"3555112963364763","authorId":3555112963364763,"name":"Coolboy750","avatar":"https://static.tigerbbs.com/0be16f76d54ddf03264eca9925be4a62","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":816033978,"type":1,"supId":0,"prevId":0,"content":"Nice ","text":"Nice ","html":"Nice "}],"langContent":"EN"},{"id":816097826,"gmtCreate":1630454146165,"gmtModify":1676530305911,"author":{"id":"3575188860884045","authorId":"3575188860884045","name":"Zasper","avatar":"https://static.tigerbbs.com/647533310e84099eea8515d90e6e2f94","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3575188860884045","idStr":"3575188860884045"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/816097826","repostId":1154229953,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":816094166,"gmtCreate":1630454103955,"gmtModify":1676530305919,"author":{"id":"3555032609535572","authorId":"3555032609535572","name":"GohKS","avatar":"https://static.tigerbbs.com/ddc1a9348de7602d7224f258a5a3fa00","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3555032609535572","idStr":"3555032609535572"},"htmlText":"Latest. Please like and comment. Thank you.","listText":"Latest. Please like and comment. Thank you.","text":"Latest. Please like and comment. Thank you.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/816094166","repostId":1154229953,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":816095389,"gmtCreate":1630454063241,"gmtModify":1676530305854,"author":{"id":"3571801721484161","authorId":"3571801721484161","name":"Keychain","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3571801721484161","idStr":"3571801721484161"},"htmlText":"Pls like and comment. Thanks","listText":"Pls like and comment. Thanks","text":"Pls like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/816095389","repostId":1154229953,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5710819,"gmtCreate":1630454094242,"gmtModify":1663233195538,"authorId":3584420866475715,"author":{"id":3584420866475715,"idStr":"3584420866475715","authorId":3584420866475715,"name":"divinepapa","avatar":"https://static.tigerbbs.com/b52780a80da5e755e46198835579e479","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":816095389,"type":1,"supId":0,"prevId":0,"content":"<u>Sure</u>","text":"<u>Sure</u>","html":"<u>Sure</u>"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":44,"commentSize":6,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}