Stock Recommendations April 2025: Expert Favorites in Overview
Cencora (WKN: A0MW32)
As a Top Pick for April 2025, the pharmaceutical logistics company Cencora (formerly AmerisourceBergen) is mentioned. The company benefits from stable demand in the healthcare sector, specialized drug distribution, and integrated IT solutions for the pharmaceutical industry.
- Strengths: Defensive business model with deep moats, continuous dividend increases for 19 years, high cash flows, and share buybacks.
- Valuation: Adjusted P/E ratio of ~19 is considered fairly valued.
Munich Re (WKN: 843002)
The world’s largest reinsurer scores with rising premium income and a robust development of the primary insurer ERGO:
- Performance: +186% share price gain in five years, dividend yield of 3.6% with doubled payouts since 2020.
- Insider Activity: Company executives took advantage of recent market volatility for purchases – a classic “Buy-the-Dip” signal.
Further Trends & Recommendations
- Expert Strategy: In uncertain markets, analysts are focusing on defensive sectors such as healthcare (Cencora) and insurance (Munich Re). YouTube analysts also emphasize the importance of a stable broker like XTB for cost-efficient investing in volatile phases.
- Source Note: Some recommendations come from paid research services like the Aktienwelt360 Stock Compass, which regularly presents international top picks.
Relevant for private investors is the combination of fundamentally strong stocks with insider confidence as well as long-term growth drivers such as demographic change in the healthcare sector.