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10 Stock Picks to Beat the Market Slump

In this article, we will be taking a look at 10 stock picks to beat the market slump. To skip our detailed analysis of these stocks and current market conditions, you can go directly to see the 5 Stock Picks to Beat the Market Slump.

According to Forbes, Bank of America analysts have expressed negative opinions on the current market condition this year. Prices are continuing to remain high in a time of inflation, and stocks have remained too expensive for most to consider investing in. The bear market feared at the onset of 2022 has thus become a prolonged reality for those in the investment world this year.

At the same time, many investors have continued to invest in profitable securities to beat the market slump diligently. Top picks for most individual and institutional investors have generally ranged within the technology and energy sectors, with stocks like Exxon Mobil Corporation (NYSE:XOM), Apple Inc. (NASDAQ:AAPL), and QUALCOMM, Incorporated (NASDAQ:QCOM) keeping investors satisfied. According to the Wall Street Journal this July, many individual investors are treating this as the time to double down on tech stocks. While the Nasdaq Composite Index fell by 21% from the start of 2022 to July, many investors remain hopeful for a rebound. Their hopes were answered eventually near the end of July, when the Nasdaq Composite Index rose by 12%, outperforming the broader S&P 500 Index, which rose by 9.1%.

Similar outlooks can be spotted surrounding energy stocks in the midst of fuel-shortage risks. Many investors today are bullish on energy stocks. According to Bloomberg, energy stocks rallied by over 40% from the start of 2022 to September, helped by surging profits from rising oil and gas prices. An MLIV Pulse survey conducted in the second week of September also showed that tw0-thirds of the respondents, consisting primarily of portfolio managers and retail investors, plan to increase their exposure to the energy sector over the next six months. In times of rampant inflation, with rate hikes continuing to haunt the market, the energy sector has become of the last remaining sanctuaries for investors today. The only way to beat the current market slump is to invest more in stocks that are still gaining, and energy stocks are among those few that have continued to gain even in the current market condition.

We can now take a look at the 10 stock picks to beat the market slump.

Our Methodology

We have selected stocks that have been on the rise in September, and are popular among the hedge funds tracked by Insider Monkey in the second quarter of 2022. They are ranked based on the number of hedge funds holding stakes in them, from the lowest to the highest. We have also mentioned analyst ratings for all these stocks, alongside their price targets, indicating positive analyst opinions and significant upside potential. Finally, we have also mentioned key fundamentals surrounding these stocks, such as their gains in the past week or over the past year, projected EPS growth, revenue growth, and latest earnings results, among more.

Stock Picks to Beat the Market Slump

10. Apache Corporation (NYSE:APA)

Number of Hedge Fund Holders: 36

Year-to-Date Price Gains: 17.14%

Apache Corporation (NYSE:APA) is an energy company working through its subsidiaries to explore for, develop, and produce oil and gas properties. The company has several operations in the US, Egypt, and the UK. It also operates exploration activities offshore Suriname. It is based in Houston, Texas.

On September 19, Neal Dingmann at Truist raised his price target on Apache Corporation (NYSE:APA) shares from $66 to $75. The analyst also reiterated a Buy rating on the stock.

This September, Apache Corporation (NYSE:APA) declared a $0.25 per share quarterly dividend, representing a 100% increase from its prior dividend of $0.13. The company has a one-year dividend growth rate of 337.5%. Apache Corporation’s (NYSE:APA) EPS is also expected to rise by 19% over the next three to five years.

There were 36 hedge funds long Apache Corporation (NYSE:APA) in the second quarter, with a total stake value of $745 million.

Oakmark Funds, an investment management firm, mentioned Apache Corporation (NYSE:APA) in its first quarter 2022 investor letter. Here’s what the firm said:

“Our oil holding, APA Corporation (NASDAQ:APA) (+54%) was one of our top contributors in the quarter as oil prices rallied due to tight supplies, which were then exacerbated by the Russian invasion of Ukraine. Although their share prices have increased considerably, both companies still look quite undervalued even using longer term oil prices in the $65-70 dollar range. Meanwhile, if times are good over the next couple of years, we expect these companies to return significant percentages of their market caps to shareholders.”

Apache Corporation (NYSE:APA), like Exxon Mobil Corporation (NYSE:XOM), Apple Inc. (NASDAQ:AAPL), and QUALCOMM, Incorporated (NASDAQ:QCOM), was among the top performing stocks in September, leading to many elite hedge funds adding it to their portfolios.

9. Coterra Energy Inc. (NYSE:CTRA)

Number of Hedge Fund Holders: 40

Year-to-Date Price Gains: 34.7%

Coterra Energy Inc. (NYSE:CTRA) is an energy company working to develop, explore, and produce oil, natural gas, and natural gas liquids in the US. The company focuses on the Marcellus Shale with about 177,000 net acres in the dry gas window of the play located in Susquehanna County. It also holds the Permian Basin properties with about 306,000 net acres.

On September 21, a Neutral rating was reiterated on Coterra Energy Inc. (NYSE:CTRA) by Scott Gruber, an analyst at Citigroup. Gruber also raised his price target on the stock from $27 to $30.

Coterra Energy Inc. (NYSE:CTRA) is considered to be one of the top growth stocks in the market today, having shown an increase in its net income in the second quarter. Over the next three to five years, its EPS is expected to grow by 55.04%. It has a one-year dividend growth rate of 282.9%. Coterra Energy Inc.’s (NYSE:CTRA) EPS in the second quarter was $1.35, beating estimates by $0.07, and its revenue was $2.57 billion, beating estimates by $361.03 million.

There were 40 hedge funds long Coterra Energy Inc. (NYSE:CTRA) in the second quarter, with a total stake value of $437.4 million. Out of these funds, Diamond Hill Capital was the largest stakeholder in the company, holding 4.5 million shares worth about $116.4 million.

Palm Valley Capital Management, an investment management firm, mentioned Coterra Energy Inc. (NYSE:CTRA) in its second quarter 2022 investor letter. Here’s what the firm said:

“We sold two Fund positions during the quarter which includes Coterra Energy (NYSE:CTRA). As a result of surging oil and natural gas prices, Coterra reached our valuation, and we exited the position in April.”

8. Valero Energy Corporation (NYSE:VLO)

Number of Hedge Fund Holders: 43

Year-to-Date Price Gains: 30.37%

Valero Energy Corporation (NYSE:VLO) is another energy company on our list, working to manufacture, market, and sell transportation fuels and petrochemical products in the US, Canada, the UK, Ireland, and internationally. The company operates through its Refining, Renewable Diesel, and Ethanol segments. It is based in San Antonio, Texas.

An Overweight rating was reiterated on shares of Valero Energy Corporation (NYSE:VLO) on September 12, by analyst Ryan Todd at Piper Sandler. Todd also placed a $148 price target on the stock.

This September, Valero Energy Corporation (NYSE:VLO) was named as one of the top beneficiaries of the Biden administration’s releases from the US Strategic Petroleum Reserve. The company managed to take in about 52.7 million barrels of crude oil. Valero Energy Corporation’s (NYSE:VLO) revenue has shot up by 91.47% year over year, and its EPS is expected to grow by 7% over the next three to five years.

Valero Energy Corporation (NYSE:VLO) had 43 funds long its stock in the second quarter, and 47 funds long its stock in the previous quarter. Their total stake values were $759 million and $438 million, respectively.

7. Suncor Energy Inc. (NYSE:SU)

Number of Hedge Fund Holders: 47

Year-to-Date Price Gains: 5.84%

Suncor Energy Inc. (NYSE:SU) is an energy company based in Canada. The company focuses mainly on the development of petroleum resource basins in Canada’s Athabasca oil sands. It also explores, acquires, develops, produces, transports, refines, and markets crude oil in Canada and internationally.

William Janela, an analyst at Credit Suisse, initiated coverage of Suncor Energy Inc. (NYSE:SU) shares on August 10 with an Outperform rating.

Over the next three to five years, Suncor Energy Inc.’s (NYSE:SU) EPS is expected to grow by 10.95%. The company’s one-year dividend growth rate currently stands at 82.04%, showing that it is a reliable dividend-payer as well. Suncor Energy Inc.’s (NYSE:SU) revenue growth year over year stands at 64.4%, and its operating cash flow has grown by 125.58% year over year as well.

Our hedge fund data shows 47 funds long Suncor Energy Inc. (NYSE:SU) in the second quarter, and 41 funds long the stock in the previous quarter. Their total stake values were $2.4 billion and $2.1 billion, respectively.

6. CF Industries Holdings, Inc. (NYSE:CF)

Number of Hedge Fund Holders: 52 

Year-to-Date Price Gains: 32.87%

CF Industries Holdings, Inc. (NYSE:CF) is a materials company working to manufacture and sell hydrogen and nitrogen products. The company’s products aid energy, fertilizer, emissions abatement, and other industrial activities across the globe. It is based in Deerfield, Illinois.

Joshua Spector at UBS holds a Buy rating on shares of CF Industries Holdings, Inc. (NYSE:CF) as of August 25. The analyst also raised his price target on the stock from $108 to $128.

CF Industries Holdings, Inc. (NYSE:CF) had an EPS of $6.15 in the second quarter of 2022, beating estimates by $0.36. The company’s revenue has grown by 121.57% year over year, and over the next three to five years, its EPS is also expected to grow further by 6%. CF Industries Holdings, Inc. (NYSE:CF) has a one-year dividend growth rate of 8.33% as well.

Out of 895 hedge funds, 52 funds were long CF Industries Holdings, Inc. (NYSE:CF) in the second quarter. Their total stake value was $1.3 billion. Soroban Capital Partners was the largest stakeholder in the company, holding 2.5 million shares worth $213 million.

Chartwell Investment Partners, an asset management company, mentioned CF Industries Holdings, Inc. (NYSE:CF) in its second quarter 2022 investor letter. Here’s what the firm said:

“We sold the full position in fertilizer company CF Industries, which also had a 20%+ YTD return (through 6/30), as we had concerns that the company would announce capacity additions, which would negatively impact nitrogen pricing.”

CF Industries Holdings, Inc. (NYSE:CF), like Exxon Mobil Corporation (NYSE:XOM), Apple Inc. (NASDAQ:AAPL), and QUALCOMM, Incorporated (NASDAQ:QCOM), is an outperforming stock many elite hedge funds have been eyeing this year.

Click to continue reading and see the 5 Stock Picks to Beat the Market Slump.

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Disclosure: None. 10 Stock Picks to Beat the Market Slump is originally published on Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

This isn’t just about making money – it’s about being part of the future.

So, buckle up and get ready for the ride of your investment life!

Act Now and Unlock a Potential 100+% Return within 12 to 24 months.

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For a ridiculously low price of just $9.99 per month, you can unlock our in-depth investment research and exclusive insights – that’s less than a single fast food meal!

Space is Limited! Only 1000 spots are available for this exclusive offer. Don’t let this chance slip away – subscribe to our Premium Readership Newsletter today and unlock the potential for a life-changing investment.

Here’s what to do next:

1. Head over to our website and subscribe to our Premium Readership Newsletter for just $9.99.

2. Enjoy a month of ad-free browsing, exclusive access to our in-depth report on the Trump tariff and nuclear energy company as well as the revolutionary AI-robotics company, and the upcoming issues of our Premium Readership Newsletter.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

Don’t miss out on this incredible opportunity! Subscribe now and take control of your AI investment future!


No worries about auto-renewals! Our 30-Day Money-Back Guarantee applies whether you’re joining us for the first time or renewing your subscription a month later!