The Best Stocks in the Market
Josh and Sean from Ritholtz Wealth Management discuss a critical question in investing: Do you want to be right or make money? Many in the media seek validation, often tied to promotions or personal agendas, which isn’t the focus here. Their goal is to highlight stocks they believe in, understanding that mistakes are part of the process. Generating new ideas requires some risk. The research isn’t about being right; it’s about spotting setups that offer promising risk-reward ratios.
Today, they’ll review stocks from a previous article that are still performing well despite a volatile market. For those following along, there’s valuable insight ahead. But first, let’s look at the current state of their selection.
Sector Leaderboard
As of March 16, there are 193 stocks listed. The top sectors include various industries, with defensive stocks highlighted as particularly important at this time due to the ongoing uncertainties, like geopolitical tensions and economic pressures. The S&P 500 has been under strain, remaining about 5% below its all-time high since April 2025, affected notably by losses in tech and finance sectors.
Active Stocks
Looking at some stocks they discussed previously, Ventas, Inc. (VTR) is notable. Since they last covered it, VTR’s stock has risen by 16%. Their recent financial report showed better-than-expected revenue and significant acquisitions. They recommended waiting for a pullback for a proper entry. With dividends making up a substantial part of the return, it’s advisable to view it more as an investment than a quick trade.
Next is Welltower, Inc. (WELL). Following their previous note, that stock has increased by 11%. WELL reported considerable year-over-year growth and has launched initiatives in senior housing, which has been a focus area. Its stock has stayed strong, showing stability above key moving averages.
Exxon Mobil Corp. (XOM) was discussed a week later, with the stock climbing 33% since then. Moves in international markets and oil prices have contributed to this rise. The focus remains on whether XOM can break past significant resistance levels. Recently, the stock has hit new highs and seems to maintain upward momentum.
Lastly, they reviewed Chevron Corporation (CVX). Its stock saw substantial growth, particularly with increasing oil prices. Although recent gains are impressive, caution is advised; it’s crucial to track key support levels moving forward.
Overall, while the market faces various challenges, certain stocks are showing resilience and growth. Investors should remain aware of current data and potential future trends while considering their personal investment strategies.
