ASML: The Turnaround Is Now Confirmed

Core Viewpoint - ASML Holding N.V. is identified as a top turnaround stock pick for 2025, indicating potential for recovery and growth in its stock performance [1]. Group 1: Company Overview - ASML is positioned as a blue-chip company with competitive advantages, industry-leading market share, and strong profitability [1]. - The focus is on building a market-beating portfolio that emphasizes both capital appreciation and aggressive dividend growth [1]. Group 2: Investment Strategy - The investment strategy prioritizes companies with wide moats and attractive valuations relative to forward growth in the US and European markets [1]. - Dividend investing is approached with an emphasis on free cash flow rather than merely chasing yield [1].