Insightful Word
  • Investing
  • Stock
  • Economy
  • Politics
  • Investing
  • Stock
  • Economy
  • Politics
No Result
View All Result
Insightful Word
No Result
View All Result
Home Politics

These 2 stocks are positioned to outperform in January

admin by admin
December 21, 2024
in Politics
0
These 2 stocks are positioned to outperform in January
0
SHARES
2
VIEWS
Share on FacebookShare on Twitter

Thwarted expectations of up to 4 rate cuts in 2025 have sent US stocks tumbling down in recent days.

But investors could improve their chances of winning outsized returns in January if they stuck with low momentum names as, historically, they tend to outperform their high momentum peers early in the year, as per Julian Emanuel of Evercore ISI.

Additionally, he recommends investing in smaller stocks to beat the market in January.

In fact, Julian expects smaller stocks to remain strong throughout the year as Trump’s pro-business policies and accommodating credit regulations take effect.

Lastly, stocks that offer buybacks typically start the new year on a bullish note when the Fed is cutting interest rates, the investment firm told clients in a research note on Friday.

Two names that meet these three criteria and are worth owning heading into January are Cleveland-Cliffs Inc (NYSE: CLF) and Gentherm Inc (NASDAQ: THRM), according to Julian Emanuel.

Cleveland-Cliffs Inc

Cleveland-Cliffs has been rather painful for its shareholders this year but the start of the new year will likely breathe new life into this steel stock, as per the Evercore ISI analyst.

In fact, he’s not the only who’s uber bullish on CLF.

Last week, experts at Goldman Sachs assumed coverage of Cleveland-Cliffs stock with a “buy” rating.

Their $16 price target indicates potential for a more than 70% upside from here.

The investment bank expects CLF’s self-help initiatives aimed at cost control to prove successful.

It’s positive on Cleveland-Cliffs stock also because value-enhancing projects could help drive earnings growth and margin expansion in 2025.

Goldman Sachs is bullish on the company’s $2.5 billion acquisition of Stelco as well.

CLF shares, however, remain unattractive for income investors as they do not currently pay a dividend.

Gentherm Inc

Another name that meets Evercore ISI’s criteria and may, therefore, outperform in January is the automotive stock Gentherm.

Much like CLF, Gentherm has been in a sharp downturn over the past ten months and is now trading at a rather attractive valuation.

Gentherm stock recently received an upgrade from JPMorgan that cited solid execution for the change of heart.

“The company has benefitted considerably from its 2022 acquisition of Alfmeier, including via greater than expected revenue synergies stemming from go-to-market improvements and faster product innovation,” its analyst Ryan Brinkman told clients at the time.

The consensus rating on Gentherm shares currently sits at “overweight”, with one analyst indicating potential for upside to as much as $68 that translates to about an 80% stock price increase from current levels.

THRM, however, does not pay a dividend at writing either.

The post These 2 stocks are positioned to outperform in January appeared first on Invezz

Previous Post

Southeast Asia lags behind in AI funding despite $60 billion global boom

Next Post

LATAM crypto update: El Salvador boosts Bitcoin buying amid IMF warning, MetaMask launches crypto debit card

admin

admin

Next Post
LATAM crypto update: El Salvador boosts Bitcoin buying amid IMF warning, MetaMask launches crypto debit card

LATAM crypto update: El Salvador boosts Bitcoin buying amid IMF warning, MetaMask launches crypto debit card

Trending News

Long AA: bullish breakout from double bottom formation, strengthened by strategic $1.1 billion maaden deal

Long AA: bullish breakout from double bottom formation, strengthened by strategic $1.1 billion maaden deal

September 25, 2024
XRP tumbles 12% as Hong Kong excludes it from approved crypto list

XRP tumbles 12% as Hong Kong excludes it from approved crypto list

February 6, 2025
How billionaire Caltagirone could influence Italy’s banking M&A wave

How billionaire Caltagirone could influence Italy’s banking M&A wave

February 25, 2025
Subscribe to Insightful Word


    Recent News

    S&P 500 nears record high despite headwinds: key drivers behind the surprise rally

    S&P 500 nears record high despite headwinds: key drivers behind the surprise rally

    June 26, 2025
    Top Nasdaq 100 Index stocks of 2025 as it breaks new all-time high

    Top Nasdaq 100 Index stocks of 2025 as it breaks new all-time high

    June 26, 2025
    S&P 500 nears record high as Wall Street opens higher amid tech momentum

    S&P 500 nears record high as Wall Street opens higher amid tech momentum

    June 26, 2025
    Galaxy Digital launches $175 million fund to back DeFi and stablecoin startups

    Galaxy Digital launches $175 million fund to back DeFi and stablecoin startups

    June 26, 2025

    Recent News

    S&P 500 nears record high despite headwinds: key drivers behind the surprise rally

    S&P 500 nears record high despite headwinds: key drivers behind the surprise rally

    June 26, 2025
    Top Nasdaq 100 Index stocks of 2025 as it breaks new all-time high

    Top Nasdaq 100 Index stocks of 2025 as it breaks new all-time high

    June 26, 2025

    Latest News

    • S&P 500 nears record high despite headwinds: key drivers behind the surprise rally
    • Top Nasdaq 100 Index stocks of 2025 as it breaks new all-time high
    • S&P 500 nears record high as Wall Street opens higher amid tech momentum

    About Insightful Word

    • Contacts
    • Cookie Notice
    • Privacy Policy
    • Terms of Service
    • Trading tools
    • Contacts
    • Cookie Notice
    • Privacy Policy
    • Terms of Service
    • Trading tools

    Copyright © 2025 Insightfulword.com. All Rights Reserved.

    No Result
    View All Result
    • Investing
    • Stock
    • Economy
    • Politics

    Copyright © 2025 Insightfulword.com. All Rights Reserved.