The market has been primed for a correction for quite some time (e.g. valuations were rich and investors were overconfident in continuing high growth), and President Trump just pushed stocks over the edge with his draconian tariffs. We don’t know when the selloff will end, but we can estimate the three phases of this trade war. We can also say with significant confidence, the economy is still growing, and stocks will eventually trade higher (likely much higher). In this report, we count down our top 10 highly-attractive stock rankings, which includes an alternating mix of high-growth and high-income opportunities, to help you customize your portfolio to take full advantage of the impressive opportunities being created by this rip-your-face-off market correction.
Nvidia: Fear Creates Opportunity, Price Declines Accelerate
As the excitement around artificial intelligence (AI) has faded this year (particularly as uncertainty from Trump tariffs takes center stage), top growth stocks have also faded (see table) as low-beta and high-dividend stocks have dominated. This report reviews Nvidia’s business, growth, valuation and risks, and then concludes with a strong opinion on whether this year’s fearful growth-stock selloff has created an opportunity (or if there is still a lot more pain to come).