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5 Secular Trends And Stock Picks For 2022

Jan. 05, 2022 5:45 AM ETCVS, DIS, META, GOOG, T, XOM, GOOGL19 Comments
Nir Nabar profile picture
Nir Nabar


  • Five macro themes investors need to keep in mind when investing for 2022.
  • Five suggested stocks to buy related to those themes and valuations.
  • GOOG, CVS, DIS, FB and XOM are a buy and will provide your portfolio a boost for 2022.

Investment management. Portfolio diversification.

Olivier Le Moal/iStock via Getty Images

In this article, I will talk about 5 investment themes for 2022 and how you can take advantage of these investment themes by suggesting 1 stock that you can buy based on these themes. With

This article was written by

Nir Nabar profile picture
A engineer with a financial bend.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of GOOG, FB, CVS, XOM,DIS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

This article only represents the author's thinking and is not meant to be investment advice to buy or sell any stock. The author is not always right with his predictions. It is available as a free read, written and distributed only to assist in research while providing a forum for second-level thinking.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Comments (19)

Good article, thanks. I’ve got a three of those five (and have quite a few of the alternates you mentioned). I’ve been adding a little more DIS or MSFT recently; they’re hovering at good price points.

I’m not a big fan of the Metaverse trend for investment. I’m probably wrong, but there’s plenty other trends and stocks out there for me to buy into that I better understand.
Nir Nabar profile picture
@gwynmali thanks for the comment. I agree Metaverse is kind of a grey area, but some use cases like for example a basketball metaverse where you could be a virtual court sitter at a NBA game or have popular game character wear Nike shoes etc do make sense.
Good article, thanks! if you like crude prices, there are bargains to be had in the shale space in smaller cap companies in the US and Canada. Feel their upside in the case of a high crude environment should be greater than XOM or CVX. And with a focus on shareholder returns rather than growth at current strip prices expect decent price and dividend appreciation
Guraaf profile picture
@Cruising for a bruising Give some examples please.
@Guraaf VET, CVE, CPG, EOG, MRO, NOG are a few that I like. All trading at very low forward PEs, deleveraging balance sheets, and in positions now to increase dividends and buy back shares. Prices have moved a lot recently but still will lots of room to move higher. decent leveraged way to play on crude market strength in my opinion
Guraaf profile picture
@Cruising for a bruising Thanks. All new names for me so will take a look this weekend. Consider putting a $ symbol in from of the symbols so that they become links automatically. Thanks.
CyclocrossSam profile picture
Yawn. FAANG. How unoriginal. Nice that you included crude.
Nir Nabar profile picture
@CyclocrossSam , thanks for the comment. Yes FB, GOOG are included but so are CVS, T and XOM.
Do you have an opinion for IBM as a Cloud play? Thank you
Guraaf profile picture
@Greghudson68 Yes. Not a good play. Stay with AWS, Azure. GCP.
Nir Nabar profile picture
@Greghudson68 ,thanks for your comment. Not a big fan of IBM.
Guraaf profile picture
Are there other stocks that would benefit from oil coming back up? $PSX? $MPC? $VLO?
Nir Nabar profile picture
@Guraaf , thanks for the comment. I like nat gas pipelines for yield besides XOM/CVX in the energy sector. I have a long position in KMI. Don't have enough info on PSX, MPC or VLO to comment.
gastro4 profile picture
Great ideas. Assume you don’t like CMCSA?
Nir Nabar profile picture
@gastro4 , thanks for the comment. Sorry, don't have enough knowledge on CMCSA to comment.
I like the "theme" approach! Many investors are trying to figure out 2022 and place some money in areas that can do well. Your approach and selections are a good start. Things like cloud, oil, pandemic, and "cutting the cable cord" are trends that most folks can understand.
FYI: cable companies are responding by offering larger complexes and groups reduced fixed rates for both cable, phone, and internet combinations to keep cable cutters to a minimum.
Nir Nabar profile picture
@greg2222 , thanks for the comment. I am glad you liked the theme based approach.
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