10 stocks to watch in 2025
With a Goldilocks economy and a bull market charging into a second year, 2024 shaped up to be a good year for investors.
Now, investors are looking for opportunities in 2025. With the new year just around the corner, 10 portfolio managers and investment strategists weighed in on stocks to watch in 2025.
Limited competition and a focus on affordability for consumers is benefiting Canada’s leading dollar store retail chain.
“They have impressive growth and expansion plans. They have over 1,500 locations across the country. Projected revenue is $6.4 billion dollars for fiscal 2025, and I think the management of the company is executing very well,” said Wong.
A December NLogic report found 60 per cent of Canadians aged 12 and older have shopped at a dollar store in the past month, which Wong said highlights a growing preference for value-oriented retailers during times of potential financial uncertainty.
“This has basically led to increased foot traffic and higher sales volumes for Dollarama. Going forward, based on expansion, the company plans to expand its floor footprint to 2,200 locations by 2034,” said Wong. “They recently acquired some land in the Calgary area for a new logistics hub. They’re really strategically positioning themselves for continued growth over the long term.”
It is hard to find a high-growth company in the current market trading at a reasonable valuation, Schwartz said, but, in his opinion, Meta fits the bill.
“It’s trading at around 24 times our analyst expectation of 2025 earnings, which is at a slight premium to the S&P 500, but at a deep discount to other Magnificent Seven companies, as well as other high-growth names, and we think this company deserves to trade at a premium,” he said.
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