Posted 3/10/2024, 5:00:53 PM
Goldman Sachs: These 5 stocks offer best alpha opportunities among high dispersion in tech and consumer sectors
- Consumer and tech sectors offer best stock picking opportunities due to high dispersion of returns
- Goldman identified 25 stocks with highest "dispersion scores" indicating potential for significant alpha
- Top opportunities Monster Beverage, DexCom, Akamai Technologies, Centene, Align Technology
- Healthy stock-picking environment has led to solid returns for 46% of large-cap mutual funds in 2022
- "Magnificent 7" stocks (Apple, Amazon, etc.) have seen returns diverge significantly, with Nvidia up 87% and Tesla down 28% year-to-date