UNH - UBS highlights 14 stocks on its list of high-conviction names

2023-11-15 09:36:11 ET

UBS highlighted 14 stocks as its highest conviction tactical thematic stock ideas, which are meant to benefit over the next 6-to-24-month time horizon. This list included names such as Apple ( NASDAQ: AAPL ), Boeing ( NYSE: BA ) and Advanced Micro Devices ( NASDAQ: AMD ).

“Our thematic lists reflect groups of stocks that are positioned to benefit from a common set of drivers, such as macroeconomic forces, policy changes, geopolitical events, temporary mispricings (valuations), or timely factors,” UBS stated.

See the below high-conviction groups and stocks that UBS listed:

Select Semis

• Advanced Micro Devices ( AMD )
• DuPont de Nemours ( DD )
• Intel ( INTC )
• Micron ( MU )
• QUALCOMM Incorporated ( QCOM )
• Qorvo ( QRVO )
• Taiwan Semiconductor Manufacturing Company ( TSM )

Made in America

• Boeing ( BA )
• ONEOK ( OKE )

Time for Quality

• Apple ( AAPL )
• ConocoPhillips ( COP )
• Metta Platforms ( NASDAQ: META )
• PepsiCo ( PEP )
• UnitedHealth Group ( UNH )

For further details see: