Submitted by QTR's Fringe Finance
Each year at the end of the year I’ve been thinking about the major risks and potentially undervalued sectors and stocks I’d like to watch heading into the new year.
For 2024, I’ve already published, in two parts the 24 stocks I’m personally watching for the new year. Almost all of these names I own or have exposure to heading into the new year: 24 Stocks I'm Watching For 2024.
Last week I also published a great read by my friend Chris DeMuth, who laid out 7 more ideas: 4 banking stocks that he likes for the new year, and 3 of his losing stocks in 2023 that he thinks could be primed for gains in the new year: 7 More Stocks To Watch In 2024
And this forthcoming week, for my paid subscribers, I’m going to be releasing portfolio reviews from two of my favorite investors, each of which with multiple additional ideas for the new year. I’ll also be releasing a general market outlook from one of my favorite investors that is well worth a read.
To end 2023, I also wrote about the one investment position I would pick if I had to own only one thing heading into the new year: The Big Open Secret For 2024
In sum, there will be well more than 50 ideas to contemplate and watch heading into the new year.
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QTR’s Disclaimer: I am an idiot and often get things wrong and lose money. I may own or transact in any names mentioned in this piece at any time without warning. This is not a recommendation to buy or sell any stocks or securities, just my opinions. I often lose money on positions I trade/invest in. I may add any name mentioned in this article and sell any name mentioned in this piece at any time, without further warning. None of this is a solicitation to buy or sell securities. These positions can change immediately as soon as I publish this, with or without notice. You are on your own. Do not make decisions based on my blog. I exist on the fringe. The publisher does not guarantee the accuracy or completeness of the information provided in this page. These are not the opinions of any of my employers, partners, or associates. I did my best to be honest about my disclosures but can’t guarantee I am right; I write these posts after a couple beers sometimes. Also, I just straight up get shit wrong a lot. I mention it twice because it’s that important.
Chris DeMuth’s Disclaimer: I have a beneficial long position in names mentioned in this post. Additional legal disclosures here for anyone really into that kind of thing; short version: think for yourself.
