Unless you’ve been active beneath a rock, you apperceive that the anecdotal surrounding ample markets — it’s been one of affray aback backward January until the contempo rally. Volatility acicular and the S&P 500 Index still sits about 3% beneath late-January highs.
But for the Nasdaq-100 base — the 100 bigger stocks, by bazaar capitalization, listed on the Nasdaq Composite banal barter — the account has been a little better.
Helped in ample allotment by big assets in Amazon.com, Inc. (NASDAQ:AMZN) and Netflix, Inc. (NASDAQ:NFLX), forth with backbone in its bigger component, Apple Inc. (NASDAQ:AAPL), the Nasdaq has acquired 13% so far this year. And the base absolutely now sits at an best high.
Investors adorable for acknowledgment to the base can buy the acclaimed PowerShares QQQ Trust (NASDAQ:QQQ) ETF. But abounding apparatus of the base attending adorable at accepted levels as able-bodied — alike with the base at the highs.
Here are 20 of the best Nasdaq stocks investors should accede for the additional bisected of 2018 and beyond.
Three altered video d developers are included in the Nasdaq-100, and from actuality Take-Two Interactive Software, Inc (NASDAQ:TTWO) looks like the best play. I’ve recommended Electronic Arts Inc. (NASDAQ:EA) in the past, but a contempo assemblage has confused that banal afterpiece to fair value.
The assurance of Activision Blizzard, Inc. (NASDAQ:ATVI) on crumbling World of Warcraft and almost brackish Call of Duty looks like a concern.
Meanwhile, it’s been abate Take-Two that has been the best aerialist in the accumulation over 1-, 3- and 5-year periods. Aloof as I argued beforehand this year, Take-Two charcoal the best comedy in the amplitude activity forward. Apropos about Red Asleep Redemption 2 accept adamant the banal of late but those concise issues leave a abiding affairs opportunity.
TTWO banal isn’t cheap, but there’s affluence of allowance to abound into that appraisal from acquirement increases and allowance expansion. The banal alone has acquired about 4% so far in 2018, but I apprehend abundant bigger achievement in the additional half.
After a round-trip from $36 to $50 and aback again, JD.com Inc(ADR) (NASDAQ:JD) has apparent a nice animation over the accomplished brace of weeks, accepting over 15%. And it looks like the Chinese e-commerce provider could be set up for a nice assemblage in the additional bisected of the year.
This charcoal a cutting-edge banal with a adventitious to booty bazaar allotment from Chinese baton Alibaba Accumulation Captivation Ltd (NYSE:BABA). Advance has been absorbing from a acquirement standpoint, with margins demography a hit from advancing investments.
Unlike Alibaba, JD.com holds inventory, which affects its financials, but additionally gives it added allowance for upside as its accumulation alternation is congenital out.
JD banal isn’t inexpensive, at 34x advanced estimates. But with acquirement growing at 30%-plus, that appraisal will attending absolute bargain if and aback accepted investments pay off.
With a bazaar assets almost one-ninth that of its beyond rival, alike additional abode in the massive Chinese online arcade bazaar should be acceptable abundant to drive JD higher.
It took me a while to appear about to the Nvidia Corporation (NASDAQ:NVDA) story, admittedly, but I’m now a aing accepter in the company. And alike with NVDA a an best high, afterwards 75% assets over the accomplished year – and stunningly, a 1,160% dispatch over the accomplished three years – I’m not accessible to aback off aloof yet.
Q1 antithesis aftermost ages looked spectacular, continuing a multi-year trend. Gaming advance continues to impress. Datacenter represents a absolute befalling in the near-term. The automotive bazaar could accord bottomward the band as self-driving cars become added of a reality.
Competition from Advanced Micro Devices, Inc. (NASDAQ:AMD) represents a accessory threat. Appraisal is high, at over 30x aing year’s EPS, alike abetment out the company’s cash. I can see the case for maybe cat-and-mouse (or hoping) for a bigger access point.
But NVDA hasn’t looked bargain in a while – and yet it continues to arbor up the gains. This still looks like one of the best companies in the index, if not the absolute market, and still a banal account advantageous up for.
Dollar Tree, Inc. (NASDAQ:DLTR) banal has been all over the abode over the accomplished year. Afterwards big gains, DLTR beneath over 30% aloof amid backward January and backward May. A big abatement afterward black Q1 antithesis capped off the abatement to a nine-month low.
But DLTR has started to recover, accepting 10% over the accomplished two weeks and bushing abundant of the post-earnings gap. And there should be added acceptable account ahead. Analysts still see DLTR as a triple-digit stock, and activity about 20% upside. The Dollar Tree banderole is assuming well, including a 4% same-store sales book in Q1. And a turnaround at Family Dollar continues to progress, if slower than shareholders would like.
With the banal trading at beneath 14x FY19 EPS estimates, there’s allowance for both antithesis advance and assorted expansion. Forced to choose, I’d still aces battling Dollar General Corp. (NYSE:DG), but at these levels DLTR looks too bargain as well.
Online biking charcoal hot, and Expedia Accumulation Inc (NASDAQ:EXPE) should be a connected beneficiary. A able Q1 address showed connected advance on the top line, ambience up added improvements in antithesis and banknote breeze activity forward.
Meanwhile, EXPE looks like one of the cheaper stocks in the space.
Larger battling Booking Holdings Inc (NASDAQ:BKNG) boasts agnate advance but at a college valuation, and with beneath allowance for upside. As such, EXPE, at aloof 20x advanced EPS, looks like the best comedy on a booming sector.
IT adviser Cognizant Technology Solutions Corp (NASDAQ:CTSH) has had a inclement 2018. Able fourth-quarter antithesis in aboriginal February set up a nice balderdash run. But the banal has pulled aback in allotment due to the black advice it gave with its Q1 address in May.
But the pullback has created an adorable access point. So-called “digitization” — affective abstracts online — is active acquirement and accumulation growth, conspicuously in the healthcare space. Cost-cutting should advice margins.
Financial casework appeal has been anemic but there’s achievement for a turnaround in that vertical.
With CTSH trading at beneath than 16x advanced EPS, it doesn’t booty abundant of an dispatch in advance to move the banal accurately higher. CTSH isn’t the iest banal in the high-tech Nasdaq, but it does attending like one of the added arresting amount plays.
A contempo assemblage has taken some of the abeyant upside abroad from Paychex, Inc. (NASDAQ:PAYX), but there still should be added allowance to run.
The amount and HR aing looks like a always business, assertive the bazaar forth with battling and adolescent Nasdaq basic Automatic Abstracts Processing (NASDAQ:ADP).
But from here, PAYX is the bigger aces of the two. It still trades ~3 turns lower than ADP on an EPS basis. ADP has gotten added columnist of backward acknowledgment to a ample pale captivated by acclaimed broker Bill Ackman – but that alone doesn’t absolve a exceptional to PAYX.
Meanwhile, Paychex has bags of banknote and an adorable 2.9% dividend. Alike at an absolutely abounding valuation, there’s abundant to see PAYX antagonism accomplished $70.
Count me amid the afraid investors who alone Facebook Inc (NASDAQ:FB) afterwards its Cambridge Analytica scandal. But I’ve apparent the absurdity of my ways. Alike with FB banal advancing new best highs — and the $200 akin — I still see added upside for the stock.
Competition is appealing abundant dead, with Snap Inc (NYSE:SNAP) still disturbing with user growth. The GDPR (General Abstracts Protection Regulation) in Europe aloft concerns. But as Facebook administration has acicular out, tighter adjustment allowances absolute entrants. It’s abundant harder, and added expensive, for a startup to accede with GDPR than it is for Facebook or Alphabet Inc (NASDAQ:GOOGL,GOOG) assemblage Google.
Meanwhile, Facebook continues to aggrandize its acquirement potential. It’s entering the dating and home casework spaces. Added such efforts acceptable are on the way. Instagram and WhatsApp still haven’t absolutely been monetized yet.
There’s still a lot of advance larboard here, and at beneath than 20x advanced antithesis (backing out the company’s cash), not abundant advance is priced in. With antagonism dead, regulators toothless and users aback on board, FB’s assemblage should resume.
Cybersecurity stocks accept done rather able-bodied this year — but Check Point Software Technologies Ltd. (NASDAQ:CHKP) has been larboard out of the rally. While FireEye Inc (NASDAQ:FEYE) has acquired 22% and Palo Alto Networks Inc (NYSE:PANW) 43%, CHKP absolutely has beneath abundantly so far in 2018.
To be sure, Check Point hasn’t done itself any favors. Lowered full-year advice afterwards Q1 beatific the banal tumbling. But this charcoal a growing aggregation in a growing area trading at aloof 15x 2019 EPS estimates, abetment out about $10 per allotment in cash.
Performance does charge to improve, but if and aback it does, CHKP should be a big winner.
I recommended affairs shares of eBay Inc (NASDAQ:EBAY) on the dip in aboriginal April. With the banal at agnate levels today, I still anticipate there’s a affairs befalling here.
The bequest eBay business itself isn’t abundant to get aflame about, admittedly. Advance has been rather apathetic of late. But the StubHub assemblage drives 10% of acquirement – and is growing faster, with bigger margins. Banknote breeze bearing is impressive, and the antithesis area is clean, abrogation the aggregation with affluence of options.
Meanwhile, the aggregation is ditching PayPal Holdings Inc (NASDAQ:PYPL), which it spun off in 2015, as its primary acquittal provider, affective instead to Dutch aing Adyen. That move should save eBay added money – and addition profits.
eBay is far from the best agitative banal in the QQQ. Indeed, it’s apparently one of the atomic agitative in the tech-heavy index. But arid stocks can accommodate acceptable returns. And I apprehend eBay to bullwork out abundant advance to accomplish a ~16x normalized P/FCF assorted attending cheap.
Alexion Pharmaceuticals, Inc. (NASDAQ:ALXN) hasn’t been allowed to the weakness in the biotech space. ALXN has pulled aback about 20% from aftermost year’s highs.
But the selloff seems like too much. Wall Street charcoal durably abaft the stock, with the boilerplate ambition amount of $159 suggesting over 30% upside. Contempo Phase 3 after-effects and able antithesis beatific the banal up double-digits but investors mostly accept shrugged aback then.
ALXN, like any biotech play, has risks. Flagship artefact Soliris could face antagonism aing decade. But the aggregation is absolutely assisting and growing, could be an accretion target, and is accepting success architecture out its pipeline. This looks like a banal headed for a turnaround – and a solid buy at accepted levels.
Micron Technology, Inc. (NASDAQ:MU) isn’t as bargain as a acutely antic 5.5x advanced P/E assorted would suggest. Anamnesis appraisement is clumsily volatile, and may be a a peak. Alternate apropos actuality are warranted; it’s accessible that Micron earnings, like those anamnesis prices, are a a aiguille themselves.
As such, some investors ability accede aggravating to buy on a dip, or affairs puts to authorize a bigger access price. But from here, a beeline bet on MU banal looks like a solid play. Appraisement is captivation up. Appeal should abide to grow, acknowledgment to accretion billow appeal and growing smartphone acceptance worldwide.
Meanwhile, an advancing banal repurchase plan, accent at aftermost month’s Broker Day, strengthens the balderdash case here. As I’ve accounting several times over the accomplished two years, Micron banal should be bargain but not this cheap.
Semiconductor accessories architect KLA-Tencor Corp (NASDAQ:KLAC) has captivated up well, all things considered. While chipmakers about accept performed able-bodied this year — with backbone from MU, AMD and NVDA, amid others — dent accessories makers accept faced choppier trading.
Applied Materials, Inc. (NASDAQ:AMAT) and Lam Research Corporation (NASDAQ:LRCX) both accept pulled aback acutely from their highs, with both stocks now almost collapsed so far this year.
KLAC absolutely has arena out some upside, however, ascent over 8% in 2018. And there’s acumen to see added upside. The accretion of Orbotech Ltd (NASDAQ:ORBK) removes a adversary and moves KLA-Tencor into new markets. Acquirement and profits accept developed accurately so far in FY18 (ending June). And yet KLAC trades at aloof 13x advanced EPS estimates.
There is a accident of a arrest in the dent area – which would hit accessories makers like KLAC hard. But with the area still acutely set for years of growth, KLAC should benefit.
Monster Cooler Corp (NASDAQ:MNST) has developed up. The abbreviate sellers that adamant the banal for years accept confused on. Its ascendancy in the activity alcohol amplitude – and the abidingness of that industry – now is unquestioned.
Now comes the adamantine part. As a added complete company, Monster needs to accretion a way to bullwork out accumulation growth. And, of late, it’s struggled to do so. MNST shares accept collapsed afterwards the aftermost two antithesis reports. Aftermost month, Luke Lango accent abeyant allowance burden activity forward. MNST has pulled aback some 20% from its highs, and trades not far aloft levels apparent aback in 2015.
But it’s too anon to bandy in the anhydrate on MNST aloof yet. Amount increases are likely, which should allay at atomic some of the allowance issues. Rumors of an accretion by The Coca-Cola Co (NYSE:KO), who already owns a ample pale in MNST, are bouncing again. And this charcoal a ascendant cooler authorization with growing acquirement and profits.
It’s not the aforementioned balderdash case for MNST that existed bristles years ago. But it’s still a acceptable one.
Given its admittance in both the Nasdaq and the S&P 500, software maker Cadence Design Systems Inc (NASDAQ:CDNS) gets decidedly little coverage. But undercovered doesn’t beggarly underloved.
CDNS has been a brilliant aerialist in the space, added than acceleration from aboriginal 2016 levels. And with an early-year dip now erased, the run college is resuming. Able Q1 antithesis in April beatific the banal higher. Appeal for the company’s automation and appetite software continues to access – and should do so for years to come.
Cadence is a key, if somewhat unknown, allotment of the tech sector. That accession agency CDNS banal isn’t cheap, at 25x advanced earnings. But it additionally agency that the company’s advance aerodrome should abide for years – giving it affluence of time to abound into the valuation, and abide its multi-year balderdash run.
Retailer Ulta Beauty Inc (NASDAQ:ULTA) had a able run of its own of late, aggressive over 30% from aboriginal March lows. But the run was disconnected by a decline from Goldman Sachs Accumulation Inc (NYSE:GS) aftermost week.
But as I argued at the time, there’s no charge to panic. Appraisal does attending abounding – but analyst Matthew Fassler’s ambition still suggests 9% upside from a accepted amount of $249. And Ulta’s advance is appealing abundant incomparable in the retail space. While added retailers strive for artlessly befitting same-store sales positive, Ulta is allegorical for a 6-8% increase. It has affluence of allowance to abide to aggrandize its abundance count, creating a aerodrome for double-digit antithesis advance annually for years to come.
19x advanced EPS seems like a big assorted for a U.S. banker – and it is. But Ulta has proven, and continues to prove, that it’s account advantageous up for.
Chipmaker Xilinx, Inc. (NASDAQ:XLNX) hasn’t acquaint the aforementioned blazon of advance apparent abroad in the industry. But that doesn’t beggarly XLNX banal isn’t attractive.
The aggregation still has an befalling to abduction abstracts centermost spending – a key disciplinarian of the assets for NVDA and, added recently, AMD. Aerospace & aegis provides addition growing end market. Xilinx grew acquirement 8% aftermost year to an best record, with adapted EPS growing accurately as well.
Meanwhile, Xilinx could be an accretion target. It’s a accustomed fit for Broadcom Inc (NASDAQ:AVGO) afterwards its bid for Qualcomm, Inc. (NASDAQ:QCOM) fell through. In the meantime, investors get a 2% allotment and solid advance at a reasonable price.
For software maker CA Technologies (NASDAQ:CA), the canicule of exciting growth, too, are in the past. There are some abeyant allowances from IoT (Internet of Things), but CA’s acknowledgment to the mainframe business of IBM (NYSE:IBM) provides a headwind.
Still, there’s some amount here. CA has antipodal the abrogating trend on the top line, growing acquirement 4% in budgetary 2018 (ending March). An accomplishment to move to a subscription-based archetypal should advice margins, and follows a action that’s been acknowledged for a cardinal of software companies over the accomplished few years.
Meanwhile, CA is ramping up actor returns, devoting two-thirds of chargeless banknote breeze to a 3% allotment crop forth with allotment buybacks. At 13x advanced earnings, and with banknote advancing back, there’s a aisle for CA banal to bullwork out upside over time alike if acquirement advance stays muted.
As bargain as Mylan NV (NASDAQ:MYL) looks, contempo history has apparent that the best alarming affair an broker can do is altercate that a biologic banal is artlessly “too cheap”.
Valeant Pharmaceuticals Intl Inc (NYSE:VRX) looked bargain for best of its 90% plunge. Added recently, Teva Pharmaceutical Industries Ltd (ADR) ADR (NYSE:TEVA), Mallinckrodt PLC (NYSE:MNK), and Celgene Corporation (NASDAQ:CELG) accept apparent the accident of absorption alone on amount aback evaluating pharma and biotech plays. (In the case of TEVA, I myself fabricated the balderdash case far too early.)
That said, MYL is clumsily cheap, trading at aloof 7x advanced earnings. Appraisement apropos surrounding the EpiPen abide – but of late, it seems like the Trump Administration has added priorities. Deleveraging should advice antithesis – and absolute risk.
As a result, Street analysts still see about 20% upside for MYL. And while those analysts were backward in seeing declines elsewhere, in this case I anticipate they’re right. Investors charge to be alert with MYL and the biologic amplitude as a whole. But for now, the rewards assume account the risks.
The one catechism aback it comes to Marriott International Inc (NASDAQ:MAR) is valuation. Will Healy argued aback in February that MAR banal artlessly wasn’t bargain enough, and alike with MAR a few credibility lower I see his point. 22x advanced EPS for a alternate business isn’t absolutely a amount price.
But this isn’t a business that should accept a amount price. It’s one of the leaders in the accommodation space. Appeal continues to abound both in the US and worldwide. Accumulation in above cities is accepting aing to capped out. There are a cardinal of drivers, including college control and college pricing, that can addition acquirement and essentially addition margins.
In theory, a lower amount would be nice – and investors could accede affairs puts or added advantage strategies to lower the access point. But Marriott banal is account the premium.
As of this writing, Vince Martin has a continued position in IBM options, and no positions in any added balance mentioned.
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