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Worried About an AI Bubble? Here Are BofA's Top Stock Picks to Diversify Your Portfolio
Investopedia· 2025-11-13 22:30
Core Insights - Bank of America has identified AT&T among 16 stocks recommended for investors seeking diversification away from AI-related investments [1][8] - The selected stocks are believed to be undervalued, have seen profit estimates raised in the last three months, and are trading at least 10% below their 52-week highs [2][8] Consumer-Focused Stocks - Notable companies include AT&T, Walt Disney Co., Dollar General, and Viking Holdings, which are familiar to American consumers [4][8] - Disney is expected to benefit from its sports offerings and theme parks, while AT&T has exceeded phone subscriber estimates, indicating potential growth [5][8] Financial and Logistics Stocks - KeyCorp and Progressive are highlighted, with Progressive showing strong positive revisions in earnings per share estimates [10] - BGC Group is noted for its dominant position in energy derivatives, and J.B. Hunt Transport Services is recognized for effective cost-cutting measures [11] Industrial and Energy Stocks - Analysts have identified natural gas and energy stocks like Eversource Energy and Oneok, along with Freeport-McMoRan, which is expected to recover from recent operational issues [12] - Industrial firms such as Amcor are considered undervalued following recent acquisitions and leadership changes [13]
Montrose Environmental: Long-Term Growth Fundamentals Compelling, Reduced Risk
Seeking Alpha· 2025-08-20 09:24
Core Insights - Montrose Environmental Group (NYSE: MEG) is a US-based company focused on acquiring environmental testing and services firms, demonstrating consistent growth since its IPO during the pandemic [1] Company Overview - Montrose Environmental Group has continued to expand its operations despite the challenges posed by the pandemic, indicating resilience in its business model [1] Investment Perspective - The company represents a diversification opportunity in the environmental services sector, appealing to investors looking for growth in sustainable industries [1]