University of Kwazulu-Natal

These Are Some Of My Favorite Investment Picks For 2026

Bonisiwe Shabane
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these are some of my favorite investment picks for 2026

The market isn't cheap. We all know that, as I have brought it up in countless articles this year. And it's obviously not just me. In general, this has been a frequent topic of discussion among almost every major Test Drive iREIT© on Alpha For FREE (for 2 Weeks) Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives.

438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial. And this offer includes a 2-Week FREE TRIAL plus Brad Thomas' FREE book. Analyst’s Disclosure:I/we have a beneficial long position in the shares of CSL, UNP, CP, ODFL, LB, TPL, AR, AM, CME either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha).

I have no business relationship with any company whose stock is mentioned in this article. Each year, we ask an expert to pick 10 stocks that have the potential to beat the market over the next 12 months. Here are his choices for 2026. When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works. For more than 30 years, I have offered an annual list of 10 stock picks with the potential to beat the market in the 12 months ahead.

My selections for 2024 notched the highest return ever, but my choices for 2025 flamed out. They scored an average of a mere 5.9%, compared with 21.5% for the benchmark S&P 500 Index. Six out of 10 stocks fell, four by more than 20% each. What hurt me most? Not having any of the mega-capitalization tech stocks that provided the lift for the S&P 500. I correct the oversight this time around.

I am still ahead of the game by about three percentage points over the past 10 years, but mean reversion is dragging me down to the index, which is what is supposed to happen... Following tradition, I have chosen nine stocks for 2026 from the broader choices of experts that I trust, and I include one of my own. As we head into 2026, the market feels overpriced in spots, but smart picks in AI, semis, and resilient sectors could deliver big wins. I've narrowed down some favorites that stand out for their setups—wondering which ones might lead the pack? Financial market analysis from 02/01/2026. Market conditions may have changed since publication.

Heading into a new year always gets me thinking about where the real opportunities lie in the markets. After a wild ride in recent times, with indexes hitting new highs but valuations stretching thin in many areas, 2026 feels like it’s going to reward those who pick carefully rather than chase the... I’ve spent a lot of time digging into trends, earnings forecasts, and what analysts are saying, and a few themes keep popping up that excite me. Artificial intelligence isn’t going away—it’s embedding deeper into everything from chips to cloud services. At the same time, some solid companies in healthcare and consumer goods look overlooked amid all the tech hype. In my view, balancing growth potential with reasonable entry points is key right now.

That’s why I’ve put together this list of stocks I’m particularly bullish on for the year ahead. The broader market has enjoyed strong runs lately, but not everything is priced for perfection. Earnings growth is expected to broaden beyond just a handful of mega-caps, and sectors like semiconductors and innovative healthcare could shine if spending continues. I’ve found that in environments like this, focusing on companies with strong moats—those durable competitive advantages—often pays off over time. Get unlimited access to 10,000+ magazines, newspapers and Premium stories for just We use cookies to provide and improve our services.

By using our site, you consent to cookies. Learn more about our privacy policy FOR more than 30 years, I have offered an annual list of 10 stocks with the potential to beat the market in the 12 months ahead. My selections for 2024 notched the highest return ever, but my choices for 2025 flamed out. They scored an average of a mere 5.9%, compared with 21.5% for the benchmark S&P 500 index. Six out of 10 stocks fell, four by more than 20% each.

What hurt me most? Not having any of the mega-capitalization tech stocks that provided the lift for the S&P 500. I correct the oversight this time around. I am still ahead of the game by about three percentage points over the past 10 years, but mean reversion is dragging me down to the index, which is what is supposed to happen... Following tradition, I have chosen nine stocks for 2026 from the broader choices of experts that I trust, and I include one of my own. Strong 2023-2025 gains drove the S&P 500 close to 22 times forward earnings while entering 2026.

There were a few high-quality stocks that did not perform well in the year 2025 despite having solid cash flow. Amazon, Walt Disney, Visa, and Exxon are trading at levels lower than their previous value, with visible 2026 catalysts. After three consecutive years of unusually strong gains, the US stock market is entering 2026 on a cautious note. S&P 500 delivered roughly 25% returns in both 2023 and 2024, followed by close to 20% in 2025. Those gains have pushed valuations higher, with the index now trading near 22 times expected 2026 earnings. Heading into 2026, stock selection matters more than broad market exposure, and value, quality, and underappreciated growth are back in focus.

Many of the most interesting opportunities are stocks that lag while maintaining strong fundamentals. Here are the ten best stocks to buy in 2026, combining scale, cash flow, and identifiable catalysts. How to stay bullish in the most volatile year of the AI boom A 20%+ year is “mathematically boring,” not reckless: With earnings grinding higher, multiples staying elevated, and policy turning supportive, the setup for a strong S&P 500 rally in 2026 is straightforward — even if... Volatility is the price of admission, not a warning sign: Year 4 of the AI boom likely brings multiple 10%+ corrections as expectations peak and positioning crowds, but history shows these shakeouts often coexist... Leadership narrows as narratives intensify: AI remains the market’s center of gravity, but capital concentrates around bottlenecks and profitability; space and housing emerge as high-beta reflation trades as new narratives and policy incentives take...

Welcome to 2026 — the year the stock market does what it always does in the middle innings of a transformational boom: it makes you money… and then repeatedly attempts to shake you out... The best investments in 2026 likely center on technology, real estate, and diversified global assets that balance growth and stability. Investors who adapt early to new market trends especially in AI, renewable energy, and emerging markets, stand to gain the most this year. My contact details are hello@adamfayed.com and WhatsApp ‪+44-7393-450-837 if you have any questions. The information in this article is for general guidance only. It does not constitute financial, legal, or tax advice, and is not a recommendation or solicitation to invest.

Some facts may have changed since the time of writing. The best investments for 2026 will likely include technology stocks, property in high-growth markets, and diversified global funds.

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