In this episode, we make some Stock Market Predictions for 2025. Some are pretty wild, and we have some fun with our own European flavour.
Looking Back at 2024
As we approach the close of 2024, it’s hard not to reflect on the whirlwind of market events. From the meteoric rise of ChatGPT to unprecedented volatility in the stock market, this year has been nothing short of transformative. In this episode, we kick off by discussing how 2024 reshaped the investing world and why it’s vital to remain grounded in your investment strategy.
Key Market Highlights
The stock market has been buzzing with activity recently, and we can’t ignore some of the standout stories:
- Realty Income ($O) trading below $55, creating an attractive buying opportunity.
- Nike ($NKE) is facing a sharp 7% drop, leaving investors curious about its next moves.
- Novo Nordisk ($NVO) is experiencing a staggering 25% decline following disappointing drug development news.
As dividend growth investors, we’re reminded that patience and a solid plan are crucial despite these fluctuations. Market dips often present opportunities for those who have done their homework.
Bold Predictions for 2025
In a rare departure from our usual content, we made a few long-shot predictions for 2025. While these are purely speculative, they’re meant to spark thought and conversation:
- Amazon Acquires GameStop: Could Amazon ($AMZN) make a play for GameStop to create a “Netflix for gaming”?
- Apple and Samsung Collaborate: Imagine Apple and Samsung teaming up to fend off rising competition from Chinese tech firms.
- Walmart Opens a Store on the Moon: Partnering with SpaceX, Walmart could launch the first retail store in space. Far-fetched? Maybe. Fun to imagine? Absolutely.
Sectors to Watch in 2025
Clean Energy
Clean energy is poised for growth, particularly in Europe, where ambitious 2030 and 2050 targets are driving massive investments. Solar PV technology continues to lead the way, and companies like Brookfield Renewable ($BAM) and NextEnergy Solar Fund are worth keeping an eye on.
Healthcare
After a challenging year, the healthcare sector could rebound in 2025. Innovations in obesity, cancer, and Alzheimer’s treatments offer promising growth potential. Stocks like AbbVie ($ABBV) and Bristol Myers Squibb ($BMY) are among those we’re watching closely.
What’s on Our Watchlist?
With recent price drops, it feels like a candy store for investors. Here are a few names currently on our radar:
- ASR Nederland ($ASR): A high-yield insurance company with strong fundamentals.
- Target ($TGT): A consumer staple with an attractive valuation.
- Greencoat UK Wind: A renewable energy stock benefiting from Europe’s green transition.
- BAE Systems ($BA): A defense company with consistent growth prospects.
Listener Questions
We always love engaging with our audience. This week, we tackled questions about selling losing positions for tax benefits, evaluating ETFs like Vanguard Total World Stock ETF ($VT), and the implications of 24-hour trading in the U.S.
Final Thoughts
As we approach the holidays, we want to thank our loyal listeners for their support throughout the year. Whether it’s navigating market volatility or exploring new investment ideas, your engagement makes this journey worthwhile.
We’ll be back after the Christmas break with more insights and discussions. Until then, happy investing, and enjoy the time with your loved ones!
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