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  • Writer's pictureIshfaaq Peerally


As we step into a new year, I'm excited to share the three stocks I'm adding to my portfolio in January 2024. Each of these picks reflects a strategic blend of value, potential, and innovation. Here's what's on my radar:

1. Stellantis $STLA.US : fourth largest automaker in the world. Currently, it is trading at X4 FCF and has over $20 billion in net cash.

2. Booking Holdings $BKNG In the ever-evolving world of travel, Booking Holdings remains a leader in online travel and related services. Booking Holdings is also a very efficient business that uses most of its cash to buyback shares.

3. Zim Shipping $ZIM As a key player in the cyclical shipping industry, Zim Shipping offers the potential for substantial returns as the shipping industry recovers.

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