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What are MM’s Top 5 US Buys?

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What are MM’s Top 5 US Buys?

Hi MM, Out of the US stocks you have mentioned/recommended (whether already held by MM or just on its watchlist/hitlist), what are your top 5 buys currently and why (and at what suggested levels - including with regard to current PA/TA, FSLR springs to mind as an example of this)? Is a top 5 US Buys (or similar), something MM would consider providing on a regular basis? Thanks, Darren

Answer

Hi Darren,

We run portfolios rather than providing tips (i.e. top 5 buys) as we know this gives us a greater chance of delivering solid / risk adjusted returns over time that can be tracked & quantified. That said, we particularly like the following stocks around current levels with our most recent rationale available on the OPINION tab on the site – each stock is linked below.

  • First Solar (FSLR US) which was a recent buy
  • The Trade Desk (TTD US) around current levels
  • Peabody (BTU US) which was a recent buy
  • Freeport McMoran (FCX US) around current levels
  • YETI Holdings (YETI US) around current levels

We also covered Apple (AAPL US) on Friday flagging the next US$12-15 pullback as offering solid risk/reward buying.

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Apple Inc (AAPL US)
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