They come from different sectors, but obtain the approval of analysts to incorporate them into investment portfolios. Encompass Health, Ally Financial and Samsung Electronics are popular for their business models and robust growth.
Beyond the big names in American technology, growth stocks like Alphabet, Apple or Microsoft, there are opportunities to invest in strong stocks that convince the investment bank analysts who watch them. An example are Encompass Health, Ally Financial and Samsung Electronics, companies that come from different sectors, but that receive the best purchase recommendations from the Tressis Cartera Eco30 fund , advised by this newspaper, among those companies that started the year in the portfolio.
The North American company is dedicated to offering integrated health services, both in its own hospitals and at home, focused on people who need to undergo a period of rehabilitation after undergoing an intervention, and even also for the care of terminally ill patients.
Despite the drop in profit in 2020 due to the pandemic, this year the net profit is expected to increase by 16% compared to 2019, and will go from 358 to 415 million dollars, according to the consensus of analysts that collect FactSet. If the forecasts are met, in 2022 it could earn about 450 million.
Encompass is at a key moment, since it seems that it could spin off part of its business – the so-called home health and hospice -, having left behind the possibility of a sale. “Encompass Health’s Home Health and Hospice segment could see strong growth through 2025, driven by the same demographic tailwind that fuels the company’s inpatient rehabilitation business,” they note from Bloomberg . They see potential for annual revenue growth of 10% to $ 1.7 billion in 2025.
Encompass’s share price is down 9% from $ 88.3, the annual high it posted in April; and it has a 21% journey in the stock market for the next twelve months.
The firm specializes in automobile financing, inherited from its origin as the financial arm of General Motors. It offers digital banking services, although at the moment it is a small part of the business. Despite the crisis, Ally’s net profit will grow 37% this year compared to 2019, and will be above $ 2.3 billion. After marking an annual maximum in the stock market on June 1 at $ 56.15, the stock has a bullish potential of 25% ahead.
The manufacturer of smartphones, microchips and home appliances will earn 80% more between 2019 and 2021, the latter year in which it will score 33.1 billion dollars, in part due to the increase in the prices of DRAM-type memories. On the stock market, the potential path of the stock is 33%, which would raise the price to 106,000 won.