In the past trading week, numerous experts and analysts have advised investing in stocks and recommended specific values. These recommendations are particularly significant for private investors and savers as they provide guidance in choosing 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 that are particularly attractive based on their valuation models. Top recommendations include:
- Polaris (PII): Strongest undervaluation according to Morningstar, listed 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): World-famous sports brand with a strong market position.
- Pfizer (PFE): Pharmaceutical giant with a wide product portfolio.
- Campbell Soup Company (CPB): Food manufacturer with defensive characteristics.
- 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 group.
- Alphabet Inc. (GOOGL): Parent company of Google, technology giant.
- Thermo Fisher Scientific Inc. (TMO): Provider of scientific instruments and services.
Morningstar emphasizes that these companies are currently particularly favorably valued, offering a good risk-reward ratio.
Further Expert Tips: AI Analyses & Counter-Cyclical Strategies
AI-Powered Forecasts
ChatGPT-based analyses recently identified stocks that could potentially be more valuable than NVIDIA in 2025 – an indicator of high growth potential in certain industries. Concrete names were not fully disclosed in the analyzed article; however, Alphabet is highlighted as an example.
Counter-Cyclical Stocks
Experts also recommend looking at counter-cyclical or defensive values – i.e., such companies that can deliver stable earnings even in economically tough times. This often includes consumer goods companies like Campbell Soup or Brown Forman as well as health service providers like Pfizer or GSK.
Summary of Key Recommendations
| Company | Industry | Specifics/Expert Tip |
|---|---|---|
| Polaris | Recreational/Utility Vehicles | Strongly undervalued according to Morningstar |
| Nike | Sports Goods | Global market power |
| Pfizer | Pharma | Defensive & stable |
| Campbell Soup | Food | Counter-cyclical |
| 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 recommend specifically investing in undervalued blue chips as well as defensive or counter-cyclical stocks – particularly when there are uncertainties in the markets. The mentioned values offer an attractive risk-reward ratio according to many analysts.