To The Moon

Barron's has once again demonstrated its prowess in stock selection. Their 2025 top 10 picks—which included names like $Alibaba(BABA)$ , $Alphabet(GOOGL)$ , $ASML Holding NV(ASML)$ , $Berkshire Hathaway(BRK.B)$ , $Citigroup(C)$ , $Everest Group(EG)$ , $LVMH-Moet Hennessy Louis Vuitton(LVMUY)$ , $Moderna, Inc.(MRNA)$ , $SLB Ltd(SLB)$ , and $Uber(UBER)$ —delivered an impressive ~28% total return in 2025, substantially outperforming the $S&P 500(.SPX)$ 's approximately 15% gain. This strong track record reinforces Barron's credibility in identifying opportunities ahead of broader market recognition.

For 2026, Barron's adopts a distinctly value-oriented and contrarian stance with the theme "Laggards Leading." The publication anticipates a potential sector rotation away from overextended growth names toward undervalued stocks, many of which underperformed in 2025 but offer attractive valuations, solid cash flows, and in several cases, compelling dividend yields.

Barron's 10 Stock Picks for 2026

Key metrics from Barron's (approximate as of mid-December 2025; forward P/E based on 2026 estimates):

$Amazon.com(AMZN)$ $Bristol-Myers Squibb(BMY)$ $Comcast(CMCSA)$ $Exxon Mobil(XOM)$ $Fairfax Financial Holdings Ltd.(FRFHF)$ $Flutter Entertainment PLC(FLUT)$ $MSG Sports(MSGS)$ $SL Green(SLG)$ $Visa(V)$ $Walt Disney(DIS)$

*Estimate based on FFO (common for REITs) **Fiscal year ends September; E=estimate

Investor Perspective: Why This List Merits AttentionFrom a disciplined investor's viewpoint, Barron's 2026 selections emphasize classic value characteristics — low forward earnings multiples, high free cash flow generation, and in several cases, robust dividend yields that provide downside protection. Notable themes include:

• Contrarian Media and Entertainment Plays — Comcast and Disney trade at depressed valuations amid cord-cutting headwinds, yet both generate significant cash and are positioned for streaming stabilization or content monetization.

• High-Yield Value in Healthcare and Real Estate — Bristol Myers offers a turnaround story with a rich pipeline and nearly 5% yield; SL Green provides exposure to recovering office REITs with a 7% yield.

• Energy and Financial Resilience — Exxon Mobil remains a staple for stable energy exposure, while Visa benefits from secular payment growth at a reasonable premium.

• Unique Growth Angles — Amazon is seen as undervalued relative to its cloud and e-commerce dominance; Flutter capitalizes on U.S. sports betting expansion; Fairfax serves as a Berkshire-like holding company play.

While not immune to risks (e.g., cyclical downturns in energy/real estate or execution challenges in media), the portfolio's average forward P/E appears notably below broader market levels, offering a margin of safety if growth moderates or rates remain supportive.

Barron's track record — including outperformance in 2025 — suggests these picks warrant consideration for long-term portfolios seeking diversification beyond mega-cap tech.

As always, investors should conduct thorough due diligence, assessing individual risk tolerance and macroeconomic factors heading into 2026.

❓What are your thoughts on this list? Any standout favorites or concerns?

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