Carl Quintanilla On Twitter: "Morgan Stanley: Lists 30 For 2023 Stock List

Morgan Stanley"s report touts companies "likely khổng lồ strengthen their sustainable competitive advantage."
Amazon (AMZN) - Get không tính phí Report and Netflix (NFLX) - Get không tính phí Report were among the companies Morgan Stanley listed in the firm's 30 for 2023 report, which focuses on "quality stocks for a long-term holding period."

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"Morgan Stanley's economics team is more bullish than consensus on the economic recovery," the report said.

"Strong growth supports a bullish view on equities, but our U.S. Equity strategy team thinks that strong growth is largely in the price of the major indexes."

Hence, the report continues, "they argue that stock picking will be essential for outperformance."

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The thành phố new york investment firm said the main unique for inclusion on the danh mục was how well a company would sustain its competitive advantage, business model, pricing power, cost efficiency & growth.

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Morgan Stanley said it asked each of its U.S. Analysts khổng lồ identify the highest-quality companies in their sectors, "the ones likely to strengthen their sustainable competitive advantage."

"From more than 80 companies that our analysts singled out as high-quality, well-positioned leaders, we narrowed our focus khổng lồ those that scored exceptionally well on these criteria," the report said.

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The firm's guiding principle, the report said, "was lớn create a menu of companies whose business models và market positions would be increasingly differentiated into 2023."

The report noted that Amazon's core retail business "continues khổng lồ benefit from/drive the global e-commerce inflection."

"We were also encouraged that AMZN's logistics/fulfillment investments continue to position the company to lớn grow its one-day business," analyst Brian Nowak said.

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"We view Netflix's scaled position in global streaming & its vertically integrated nội dung creation as significant advantages in driving strong growth as the industry pivots toward streaming đoạn clip consumption," the analyst said.

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Other companies featured in the report include Alphabet (GOOG) - Get không tính phí Report, Nike (NKE) - Get không lấy phí Report, Costco (COST) - Get không lấy phí Report, Dollar General (DG) - Get free Report, Visa (V) - Get free Report and Warner Music Group (WMG) - Get không tính phí Report.

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