International stocks portfolio – Top 3 picks?
Assuming one doesn't own any of the stocks that comprise Market Matters International stocks portfolio, what are your top 3 picks today?
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Answer
Hi Nick,
While obviously a fluid answer as markets evolve, if pressed we would highlight:
- YETI Holdings (YETI US) covered recently by James on Ausbiz.
- Microsoft (MSFT US) is our preferred option from the “Magnificent Seven” as their Cloud-based Azure and AI operations gain impressive traction.
- Chipotle Mexican Grill (CMG US), in particular we believe this $US89bn California based goliath is overing reasonable risk/reward after a pullback.
However, 3 stocks is not a portfolio, we also like TTD as growth stock over the next 5-years and Zillow (ZG US) a little lower after running hard of late.
