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Investing Experts

Steven Cress' top 2025 stocks

Jan 15, 2025
Steven Cress, a quant titan renowned for his sharp investment insights, dives into his top stock selections for 2025. He highlights Celestica and its strong fundamentals, alongside Intapp’s impressive liquidity. His top pick? Credo Technology Group, which stands out for its growth potential. Cress emphasizes the importance of valuation metrics like PEG and sheds light on why some metrics matter more than others. With a blend of data and qualitative analysis, he navigates the paths to smart investment choices.
13:12

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Podcast summary created with Snipd AI

Quick takeaways

  • Celestica has shown impressive stock growth with a 240% increase, indicating strong potential and solid financial performance in the IT sector.
  • Credo Technology Group Holdings stands out as a top pick for 2025 due to its remarkable growth prospects and superior valuation metrics despite appearing expensive.

Deep dives

Celestica's Strong Market Position

Celestica, a significant player in the IT sector, boasts a market cap of $11.27 billion and ranks number one in electronic manufacturing services within its industry. The company's stock performed exceptionally well, increasing by 240% over the past year, while its valuation has improved from a C+ to a B- in six months. Despite this impressive growth, Celestica maintains a favorable comparison against sector metrics in valuation, growth, and profitability, making it a strong buy according to both Wall Street and independent analysts. The company’s robust financial performance is evidenced by its steady revenue growth across various segments, particularly in communications, which saw a 14% increase.

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