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.
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Celestica Overview
- Celestica (CLS) is a leading electronic manufacturing services company.
- Despite a 240% increase in stock price over the last 52 weeks, its valuation is now more attractive than six months ago.
Intapp Overview
- Intapp (INTA) focuses on AI-powered solutions for financial services professionals.
- It has a strategic partnership with Microsoft and strong growth metrics, including 119% net revenue growth for its cloud business.
Credo Overview
- Credo Technology Group Holdings (CRDO) specializes in high-speed connectivity solutions.
- It demonstrates strong growth, with forward ROE growth of 93% compared to the IT sector's negative 4.25%.