25 Stocks I'm Watching For 2025: Part 1

Making a list, checking it twice.

It is once again that time of year where I lay out what I believe will be the broader themes in the market for the year to come and identify the names I’ll be watching in particular in the year to come.

Once again, last year, my stocks to watch finished in the positive on an equal-weighted basis but failed to keep pace with the S&P 500, which is basically now made up of just the Magnificent Seven stocks. My 24 names finished the year up 18.5% on an equal weighed basis versus 25.8% for the S&P 500, as of market close 12/27/2024. Here’s a look: