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
Time for Quality
- Apple ( AAPL )
- ConocoPhillips ( COP )
- Metta Platforms ( NASDAQ: META )
- PepsiCo ( PEP )
- UnitedHealth Group ( UNH )
For further details see:
UBS highlights 14 stocks on its list of high-conviction names