Barron's Streetwise Andrew Bary’s Top Stocks for 2026
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Dec 19, 2025 In this engaging discussion, Andrew Bary, a Barron's columnist renowned for his stock expertise, shares his top stock picks for 2026 following a successful 2025. He dives into Amazon’s promising valuation amidst AI concerns, identifies Bristol-Myers as a value play with a strong dividend, and discusses Comcast's potential spinoff. Bary also highlights ExxonMobil’s solid fundamentals, Fairfax as a mini-Berkshire opportunity, and the growth prospects of Flutter’s FanDuel. Expect insights on undervalued gems like Disney and MSG Sports too!
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Amazon Viewed As Reasonably Priced
- Amazon trades cheaply under 30 times 2026 earnings using conservative estimates including stock comp.
- Bary highlights AWS, e-commerce, advertising, and other emerging businesses as durable franchises.
Buy Cheap Pharma With Durable Yield
- Consider Bristol-Myers for yield and cheap valuation amid drug-sector winners and losers.
- Bary notes a nearly 5% dividend, P/E under 10, and an underappreciated pipeline including an Alzheimer's drug.
Comcast: Cheap With Activist Catalyst Potential
- Comcast is depressed by broadband competition but trades at roughly a 6 P/E and offers ~5% yield.
- A potential NBCU spinoff or activist involvement could act as a catalyst in 2026.