2024 sector-specific stock market ideas (and what to avoid) from Good Value | Pragmatic Value Investing

2024 sector-specific stock market ideas (and what to avoid)

34 minutes Posted Dec 19, 2023 at 3:09 am.

: Graham Hay Hardware, Industrials & Commodities Portfolio Manager.

: Nick Cameron Healthcare Portfolio Manager

: Max Shramchenko Infrastructure Portfolio Manager

: James Rodda Developed Markets, Technology, Media and Telecommunications Portfolio Manager

: John Stavliotis Emerging Markets Portfolio Manager

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In this final episode for 2023, Alison Savas is joined by all Antipodes' Sector Portfolio Managers. Each PM shares one stock (or area of their coverage) they believe will perform in the year ahead, and one stock or part of the market they believe investors should avoid.

Stock to watch: Taiwan Semiconductor Manufacturing Co (TPE: 2330)

Sector to watch: Small to mid-cap medical device companies

Stock to watch: Alcon AG (SWX: ALC)

Sector to watch: Regulated utilities

Stock to watch: American Electric Power Company (NASDAQ: AEP)

Stock to watch: Oracle Corp (NYSE: ORCL)

Sector to watch: Brazilian stocks

Stock to watch: Sendas Distribuidora SA (NYSE: ASAI)

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