The article is a list of the author’s top 10 stock picks for 2025, with the intention of holding each stock for at least a year. The list includes a mix of defensive and growth stocks, with companies from various sectors such as healthcare, technology, and financials.
The list includes:
1. Donaldson (DCI), a global manufacturer of filtration systems, with a strong balance sheet and dividend yield.
2. Valmont Industries (VMI), a manufacturer of engineered poles and structures, with a strong balance sheet and dividend yield.
3. Danaher (DHR), a life sciences and diagnostics company with a high level of recurring revenue and strong free cash flow generation.
4. Amazon.com (AMZN), a leading player in cloud computing, e-commerce, and digital advertising, with a strong balance sheet and potential for long-term growth.
5. Becton, Dickinson & Co (BDX), a global supplier of medical devices, with a strong balance sheet and potential for mid-single-digit organic revenue growth.
6. Microsoft (MSFT), a technology company with a strong cloud strategy and potential for long-term growth.
7. Visa (V), a leading payments technology company with a solid balance sheet and potential for double-digit earnings growth.
8. Alphabet (GOOGL), a holding company with a leading internet services subsidiary, Google, with a strong balance sheet and potential for double-digit earnings growth.
9. Adobe (ADBE), a software company with a strong position in creativity and digital transformation, with a wide moat and recurring subscription revenue stream.
10. Accenture (ACN), a global leader in IT services, with a strong positioning as a partner of choice for firms wanting to modernize their systems and benefit from AI advancements.
The article notes that this list is a “buy-to-hold” investment, meaning that the author intends to hold each stock for at least a year, and that it does not represent a complete equity portfolio or a recommendation to buy or sell. The author also notes that past performance is no indication of future results and that there is risk of losing principal.