Motley Fool Money Our Stock Market Naughty and Nice List
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Dec 24, 2025 
Lou Whiteman, a stock analysis expert, and Rachel Warren, a healthcare and consumer stocks specialist, dive into their naughty and nice lists for 2025. They highlight standout performers like Alphabet, Mercado Libre, and NVIDIA while critiquing underwhelming stocks such as Target and Fiserv. Rachel emphasizes the future of buy-now-pay-later models in retail, while Lou targets overlooked financials and space companies to watch. With an eye for 2026, they share their top picks for holiday shopping in the stock market.
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MercadoLibre's Expansive Runway
- MercadoLibre benefits from underpenetrated Latin American e-commerce and fintech markets, sustaining rapid revenue growth.
- The company leverages expanding logistics and AI to extend a high-growth runway.
TJX's Resilient Retail Model
- TJX's off-price sourcing and inventory efficiency make it resilient across economic cycles.
- The treasure-hunt model performs well when consumers tighten spending.
Klarna Expands Beyond BNPL
- Klarna's U.S. listing and retail partnerships broaden its BNPL reach while operating as a digital bank in Europe.
- Buy-now-pay-later tools look durable as part of consumers' broader payment toolkits.