Barron's has some interesting picks for 2022.
The U.S. stock market hasn’t followed the script in 2021. The S&P 500 index returned 26% through Dec. 16, well ahead of the roughly 10% gain projected, on average, by strategists at the start of the year.
Many expected value stocks to finally best their growth counterparts after a decade of underperformance. But after a strong start this year, value is ending in a familiar place, about five percentage points behind growth, based on the large-cap Russell 1000 index.
Every December, we identify 10 promising stocks for the new year. Our picks for 2022 have a value tilt and reflect input from Barron’s writers, in particular Eric J. Savitz, Al Root, and Nicholas Jasinski.
The selections: Royal Dutch Shell (ticker: RDS.B), IBM (IBM), Johnson & Johnson (JNJ), Hertz Global Holdings (HTZ), Amazon.com (AMZN), Visa (V), Berkshire Hathaway (BRK.A and BRK.B), Nordstrom (JWN), AT&T (T), and General Motors (GM). Nine are new; Berkshire is the only holdover. |
