The new year has arrived and you are wondering, “What stocks should I buy now for 2022?” I’ve got you covered. Today, I’m bringing you 12 stock picks for 2022 and the next decade. I offer a variety of age-old growth trends to consider, from cloud services, cybersecurity, and electric vehicles to metaverse, artificial intelligence, fintech, big data analytics, and more!
Many stocks on the list have been beaten from previous highs, and I think each is well positioned for 2022 and the next few years. These action selections are not in any particular order.
1. Cloud services and e-commerce
Here are the top five reasons why I believe Amazon (NASDAQ: AMZN) should rebound in 2022:
- Record sales for the holidays
- Amazon Web Services (AWS)
- Amazon market
- Infrastructure and employees
- Lagging performance, historically part of a trend
For a detailed analysis on Amazon, please watch this video.
2. Cybersecurity and Software as a Service (SaaS)
Few would dispute the importance of cybersecurity. Cyber attacks have increased by more than 500% since the start of the COVID-19 pandemic. Businesses spend billions of dollars every year to protect data against breaches and phishing patterns. That said, cybersecurity awareness training usually doesn’t come to mind as an important part of the solution.
The next choice of actions is KnowBe4 (NASDAQ: KNBE), a security awareness training company that simulates phishing attacks to educate employees and prevent social engineering cybercrime. KnowBe4 is a hugely scalable solution that focuses on an under-penetrated market within the cybersecurity universe, the human layer. The company leverages machine learning and artificial intelligence to create automated training campaigns with detailed reports and analysis for decision makers.
I am providing detailed due diligence on KnowBe4 in this video.
3. International e-commerce and fintech
Digitization is accelerating in all regions of the world. Can we take advantage of this secular growth trend as investors?
The access, adoption and digitization of the Internet around the world are increasing rapidly, and the number of digital buyers continues to increase every year. Purchase Free Mercado (NASDAQ: MELI) is a great way to invest in Latin America, and its price is attractive after a recent correction.
For a detailed stock analysis on MELI, please watch this video.
The metaverse has been arguably the hottest topic in the stock markets in recent months. One of the first names that comes to mind is Roblox (NYSE: RBLX). Roblox is a platform that brings together gamers and developers. The company’s mission is to empower billions of people around the world to have fun, learn and play. Roblox is built on a solid foundation of millions of developers who produce immersive “experiences” using Roblox Studio. Based on the average monthly visits and time spent playing, Roblox is ranked as one of the best entertainment platforms for those 18 and under. However, Roblox also strives to attract an older audience.
For more information on Roblox, please see this previous article.
Also check out my top 20 Metaverse stocks and cryptocurrencies here.
5. Artificial intelligence
Reached (NASDAQ: UPST) is down more than 50% from its recent high of $ 401.49. This Hot Stock is an AI lending platform that works with banks to disrupt traditional lending practices like FICO scores. In its most recent quarter, Upstart delivered 242% year-over-year (YOY) revenue growth with a net profit margin of 12.73%. These are impressive numbers, but the price of the stock was perfect. I think at around $ 150 Upstart is offered attractively as a long term investment.
For more details on Upstart, please visit here.
6. Reopening of stocks
I wanted to include a potential ‘reopening’ piece, and Everi Holdings (NYSE: EVRI) does the trick. For a 20 minute deep dive on EVRI, please watch this video.
7. Semiconductors, the “new oil”
I have been calling semiconductors the new oil since August 2020. Nvidia (NASDAQ: NVDA) has been an industry leader, but will its outperformance continue? It’s easy to see why some investors would shy away from Nvidia at these levels. The share price has generated more than 67,000% return since its IPO in 1999. A $ 10,000 investment would then be worth around $ 6.7 million today. But the company is firing on all cylinders, and when you look under the hood you’ll find that its future looks very bright, which can arguably justify the premium share price. Nvidia is involved in almost every century-old tailwind imaginable:
- Data centers
- cloud computing
- Space exploration
- Video games
- Online gambling
- Augmented reality (AR)
- Virtual reality (VR)
- Mixed reality (MR)
- Autonomous driving
- Electric vehicles
- Artificial intelligence (AI)
- Big data
For more information on Nvidia, please watch this video.
8. Cashless and buy now, pay later (BNPL)
Pay Pal (NASDAQ: PYPL) is an online payment platform that allows users to send and receive money digitally around the world. PayPal is not new to the fintech space; it was founded in 1998. The company has grown into a monster over the years, now owning iZettle, Honey, Braintree, Venmo, Xoom, Hyperwallet, PayPal Credit, and more. It even has a ‘buy now, pay later’ platform, which is explained in more detail here.
SoFi Technologies (NASDAQ: SOFI) is a one-stop-shop for everything related to banking and personal finance. From investing in stocks, crypto, credit cards and student loans to auto loans, home loans, and more, SoFi is a fintech game that has great long-term potential.
10. Big data, analysis and cybersecurity
The more you dig Palantir (NYSE: PLTR), the more you will discover. In August, I analyzed Palantir and explained how it ends up in the cybersecurity space. Of course, the business isn’t usually tossed in the bucket of cybersecurity stocks. After all, Palantir is a company that helps government agencies and businesses manage and analyze data. However, with the recent increase in hacks and high-profile security breaches, businesses now face complex challenges that require sophisticated solutions. Palantir offers highly secure data compared to most of the competition. It started out as a laser-focused business for government-related clients, so its solutions were designed with security as a backbone. Commercial-oriented suppliers cannot say the same, and this gives Palantir a competitive advantage.
11. International e-commerce, games and fintech
Limited sea (NYSE: SE) is what I like to call a three-headed monster. The holding company is made up of:
- Garena (esports and mobile games)
- Shopee (e-commerce)
- SeaMoney (financial technology)
For more details, please check out my previous video review here.
12. Electric vehicles and AI
I believe You’re here (NASDAQ: TSLA) is the world’s leading high-growth artificial intelligence company.
Tesla collects vehicle and driver data using internal and external sensors and cameras. Tesla even recently started taking advantage of the interior camera above the rearview mirror of the Models 3 and Y to make sure drivers are careful when using the autopilot. This information is extremely valuable. In fact, McKinsey and Co. estimates that the total addressable market (TAM) for vehicle analysis will be $ 750 billion per year by 2030.
For more details on Tesla’s artificial intelligence capabilities, please watch this video.
Please watch the video below for my take on each of these stocks for 2022 and beyond. Also, don’t forget to subscribe to the channel to stay informed throughout the New Year. Happy 2022!
* The share prices used in the video below were on the trading day of December 30, 2021. The video was posted on December 30, 2021.
This article represents the opinion of the author, who may disagree with the “official” recommendation position of a premium Motley Fool consulting service. We are motley! Challenging an investment thesis – even one of our own – helps us all to think critically about investing and make decisions that help us become smarter, happier, and richer.Source link