Morgan Stanley spilled the tea on the stocks that are still, like, gonna pop off after earnings season. Time to get that bag, besties!
Morgan Stanley spilled the tea on the stocks that are still, like, gonna pop off after earnings season. Time to get that bag, besties!

OMG What Stocks Are We Even Talking About?

Okay so Morgan Stanley which is like a super important financial place says there are these stocks that are gonna keep like growing. And I'm all about growth whether it's my empire or my... other assets. LOL! They’ve got their eye on Colgate Palmolive Netflix O'Reilly Philip Morris and Blackstone. Sounds fancy right?

O'Reilly? More Like O'Really Good Investment!

So this O'Reilly place it's all about car parts which I know nothing about TBH. But Morgan Stanley is all in! They're saying even with some like mixed reviews the risk is worth it. They think O'Reilly can handle all the drama even with those pesky tariffs. Apparently they're like super strong and can get good deals. And their stock is up 14% this year? Goals!

Philip Morris: Feeling Hot Hot Hot!

Okay so Philip Morris is a tobacco company and they're like heating up! Apparently their numbers were better than expected which is always a vibe. Morgan Stanley raised their price target because they think Philip Morris can handle the like complicated consumer world. Plus they're into the whole smoke free thing which is kinda cool. Their stock is up 41% this year which is like a major flex!

Netflix and Chill... With Your Stocks!

Netflix duh! Who doesn't love binging shows and making money at the same time? Morgan Stanley thinks Netflix is super strong and can handle anything even if things get like a little tough. They're confident Netflix can keep making money from subscriptions and ads even if the economy is a mess. Plus people spend like two hours a day watching Netflix. That's a lot of screen time! Their stock is up almost 28% this year so get on it!

Blackstone: Feeling Fancy!

Blackstone okurrr! They can navigate uncertain macro with strength and breadth across the franchise. Private wealth momentum persists private credit opportunities expand and fundraising/ deployment activity accelerate. 1Q results showcase BX's ability to lean in w $177b dry powder & propel LT earnings power. I feel like i should buy a private jet after writing about them!

Colgate: Fresh and Clean!

Colgate better than expected Q1 EPS reinforces CL is better positioned than peers with FX flex/defensive mix/recent reinvestment/solid pricing power vs HPC [home and personal care] peers driving better EPS visibility and OSG [organic sales growth] expected to improve sequentially going forward as pricing builds and category growth recovers. That fresh breath feeling and a good invesment? Yes please!!


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