Mizuho picks its top stocks for 2023
seekingalpha.com
Much more at above link:
Technology (XLK) FinTech (cautious on Upstart (UPST), Coinbase (COIN), Square (SQ))
Toast (TOST), $24
Fiserv (FISV), $135
Fidelity National Information Services (FIS), $90
Robinhood (HOOD), $14
Technology (XLK) U.S. & China Internet - "In the US, we anticipate high inflation and rising interest rates likely lead to a deceleration in GDP growth, and consumers are increasingly strapped with low savings and increased leverage. In China, reopening of the economy and a more accommodative monetary policy should lead to higher GDP growth with ample capacity to drive consumption."
Meta Platforms (META), $170
Uber (UBER), $46
JD.com (JD), $82
Trip.com (TCOM), $45
Baidu (BIDU), $180
Technology (XLK) Semicondustors (SOXX) (SMH) & Auto Tech - "In 2023, we see improving sentiment and strength in WFE, Gaming/DC, and Handsets, and challenges with Memory and Analog."
Nvidia (NVDA), $200
Lam Research (LRCX), $500
Applied Materials (AMAT), $132
AMD (AMD), $95
Qualcomm (QCOM), $150
Broadcom (AVGO), $700
Credi Semi (CRDO), $20
Mobileye (MBLY), $40
Rivian Automotive (RIVN), $50
Technology (XLK) - Software - "We believe the most important trends benefiting software vendors today and in the future are Digital Transformation, Work from Anywhere, Data and Analytics, DevOps, Next-Gen Security, Customer Data Platforms (CDPs), Payroll Modernization, and Industrial Software."
Atlassian (TEAM), $255
CrowdStrike (CRWD), $175
Palo Alto Networks (PANW), $220
Intuit (INTU), $650
Ceridian (CDAY), $80
Workday (RIVN), $200
Procore Technologies (PCOR), $74
PTC (PTC), $155 |
