These 2 Are, By Far, My Favorite Mag-7 Stocks
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Leo NelissenInvesting GroupFollow5ShareSavePlay(18min)Comment(1)SummaryI have historically avoided Big Tech stocks, focusing instead on value and dividend investments outside the information technology sector.My investment approach is shaped by skepticism toward Big Tech's vulnerability to rapid disruption and intense competition.Despite not holding Big Tech, I have outperformed the market since 2021 by prioritizing value stocks amid inflation and cyclical drawdowns.After extensive analysis of the AI trend and Mag-7 dynamics, I am now prepared to reveal my top two Big Tech picks expected to outperform. pressureUA/iStock Editorial via Getty Images Introduction If there's one thing I'm not known for, it's my investments in Big Tech. That's because there aren't any. While I am typing this, I own 16 stocks, none of which are part of the information technology sector. Zero. This article was written byLeo Nelissen47.95K FollowersFollowLeo Nelissen is an analyst focusing on major economic developments related to supply chains, infrastructure, and commodities. He is a contributing author for iREIT®+HOYA Capital.As a member of the iREIT®+HOYA Capital team, Leo aims to provide insightful analysis and actionable investment ideas, with a particular emphasis on dividend growth opportunities. Learn More.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Recommended For You