The Morning Filter 4 Long-Term Stocks to Buy on the Dip
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Apr 21, 2025 Dive into the intriguing world of stock evaluations. The discussion highlights major companies like Tesla and Brown Foreman, assessing their growth potential amid market fluctuations. Explore the promising undervaluation of Zimmer Biomet and the strengths of Thermo Fisher Scientific as a defensive choice. Tariff impacts on telecom giants also get attention, revealing opportunities for savvy investors. With expert insights on long-term stock picks, there's plenty of food for thought for investment enthusiasts!
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Valuation Snapshot: Telecom Stocks
- T-Mobile trades at a 25% premium with a two-star rating; AT&T is fairly valued with three stars.
- Verizon is favored with a four-star rating, 17% discount, and a 6.2% dividend yield.
ServiceNow: Watch Guidance Closely
- ServiceNow trades at a 22% discount but offers no dividend.
- Investors should watch for stronger-than-expected guidance to confirm improving margins after last quarter's mixed results.
Tesla Stock and Earnings Focus
- Tesla's stock has been volatile, now trading close to Morningstar's $250 fair value.
- Investors should watch tariff impact, RoboTaxi launch, and Model Y production ramp for second-half sales potential.