In the past trading week, numerous experts and analysts have advised diving into stocks, recommending specific values. These recommendations are particularly significant for private investors and savers as they provide guidance in selecting potentially attractive investments.
Overview of Current Expert Recommendations
1. Morningstar: The 10 Best Companies to Buy in May/June 2025
Morningstar has selected a list of the most undervalued stocks, particularly attractive according to their valuation models. Top recommendations include:
- Polaris (PII): Strongest undervaluation according to Morningstar, trading around 55% below the estimated fair value. The company is a leading provider of recreational and utility vehicles with a long brand history.
- Nike (NKE): Globally recognized sports brand with a strong market position.
- Pfizer (PFE): Pharmaceutical giant with a broad product portfolio.
- Campbell Soup Company (CPB): Food manufacturer with defensive properties.
- Yum China Holdings (YUMC): Operator of fast-food chains in China.
- Taiwan Semiconductor Manufacturing Company (TSM): Leading semiconductor manufacturer worldwide.
- Brown-Forman Corporation (BF.B): Spirits manufacturer, known for Jack Daniel’s.
- GSK plc: British pharmaceutical company.
- Alphabet Inc. (GOOGL): Parent company of Google, a technology giant.
- Thermo Fisher Scientific Inc. (TMO): Provider of scientific instruments and services.
Morningstar highlights that these companies are currently particularly attractively valued, offering a good risk-reward ratio.
Other Expert Tips: AI Analyses & Countercyclical Strategies
AI-Powered Forecasts
ChatGPT-based analyses have recently identified stocks that could potentially become more valuable than NVIDIA by 2025 – an indicator of high growth potential in certain industries. Specific names were not fully named in the analyzed article; however, Alphabet is highlighted as an example.
Countercyclical Stocks
Experts also recommend looking at countercyclical or defensive stocks – that is, companies that can deliver stable earnings even in economically challenging times. This often includes consumer goods companies like Campbell Soup or Brown Forman as well as healthcare providers like Pfizer or GSK.
Summary of Key Recommendations
| Company | Industry | Feature/Expert Tip |
|---|---|---|
| Polaris | Recreation/Utility Vehicles | Strongly undervalued according to Morningstar |
| Nike | Sports Goods | Global market power |
| Pfizer | Pharma | Defensive & stable |
| Campbell Soup | Food | Countercyclical |
| Yum China Holdings | Hospitality | Growth market China |
| Taiwan Semiconductor | Semiconductors | Technology leader |
| Brown Forman | Spirits | Defensive |
| GSK | Pharma | Stable earnings |
| Alphabet / Google | Technology | High innovation potential |
| Thermo Fisher Scientific | Scientific Instruments | Diversified business |
Conclusion for Private Investors
Experts currently advise targeted investment in undervalued blue chips as well as defensive or countercyclical stocks, especially when uncertainties exist in the markets. The mentioned values are considered by many analysts to offer an attractive risk-reward ratio.