Stephanie Link Seizes On Market Turmoil, Snatches Up Top-Performing Stocks Like Boeing, Chipotle, Meta And More

Thursday 10th of April 2025 19:31:45

Exclusive: Stephanie Link is Buying These 5 "Best in Breed" Stocks as Markets Whipsaw

In a tumultuous market environment, investors are on high alert, trying to navigate the ups and downs. Amidst the chaos, Stephanie Link, a portfolio manager at Janus Henderson, is buying into what she calls the "best in breed" stocks. In an exclusive interview with Benzinga, Link revealed the five top picks she's buying hand over fist.

As the markets continue to whipsaw, Link emphasized the importance of focusing on quality over quantity. "In this environment, it's not about the number of stocks you own, but about the quality of the stocks you own," she said.

Link's top picks are companies that have consistently demonstrated strong fundamentals, innovative products, and a track record of weathering market storms. Here are the five "best in breed" stocks she's buying:

  1. Amazon.com, Inc. (NASDAQ: AMZN): Link believes Amazon's dominance in e-commerce, cloud computing, and artificial intelligence will continue to drive growth. "Amazon is the best in breed in e-commerce, and its growth potential is enormous," she said.
  2. Microsoft Corporation (NASDAQ: MSFT): As the technology landscape continues to evolve, Link sees Microsoft as a leader in the cloud and artificial intelligence spaces. "Microsoft is a great example of a company that's reinventing itself and has a strong track record of execution," she said.
  3. Mastercard Incorporated (NYSE: MA): With the rise of digital payments, Link sees Mastercard as a top pick in the financial services space. "Mastercard is a leader in digital payments, and its growth potential is significant," she said.
  4. 3M Company (NYSE: MMM): Despite the challenges faced by the company in recent years, Link believes 3M's diverse product portfolio and strong brand recognition will drive growth. "3M is a great example of a company that's been around for over a century and has a strong track record of innovation," she said.
  5. Visa Inc. (NYSE: V): As the payments landscape continues to evolve, Link sees Visa as a leader in the space. "Visa is the best in breed in payments, and its growth potential is enormous," she said.

Link's approach is centered around buying quality, not trying to time the market. "I'm not trying to predict the market's ups and downs. I'm focusing on buying the best in breed and holding them for the long haul," she said.

As the markets continue to whipsaw, investors are looking for guidance. Link's exclusive picks offer a glimpse into the types of companies that can weather the storm and drive growth in the long term.