Picks

Pick 1 : Cardinal Health, Inc. - CAH

Cardinal Health continues to be one of the most reliable players in the healthcare distribution space. The company benefits from consistent demand for pharmaceuticals and medical products, which gives it steady cash flows and resilience even in volatile market conditions. CAH’s ongoing cost-efficiency initiatives, expansion into higher-margin medical segments, and strategic partnerships have supported solid earnings growth over the past year.

The stock remains attractively valued relative to the broader healthcare sector, with improving operating margins and strong free cash flow generation. With defensive qualities and a growing dividend, CAH stands out as a long-term compounder that balances stability and moderate growth.

Pick 2 : Devon Energy Corporation - DVN

Devon Energy remains a compelling opportunity in the energy sector thanks to its shareholder-focused strategy and exposure to U.S. shale production. The company’s disciplined capital allocation and variable dividend policy make it a standout among peers, rewarding investors directly when energy prices rise.

DVN is positioned well for a rebound in crude oil demand and potential supply disruptions in global markets. Its low-cost production model and strong balance sheet help it stay profitable even in a lower-price environment. With growing free cash flow and potential upside tied to any uptick in oil prices, Devon offers an attractive mix of income and capital appreciation potential.

Pick 3 : Pfizer Inc. - PFE

Pfizer represents a value-driven opportunity within large-cap pharmaceuticals. While the post-pandemic period led to declining COVID-related revenue, the company’s pipeline of innovative drugs and vaccines is being underestimated by the market. With over a dozen potential blockbusters in late-stage trials, Pfizer’s long-term earnings outlook is improving.

The stock currently trades at a deep discount compared to historical averages and sector peers. Its strong balance sheet, commitment to cost efficiency, and continued dividend growth make PFE a high-quality defensive pick. As investor sentiment normalizes and new drug approvals materialize, Pfizer could see a strong re-rating.

Pick 4 (Short-Term) : iShares Europe ETF – IEV

Europe remains an attractive long-term opportunity as capital inflows begin shifting away from the U.S. and into undervalued international markets. The iShares Europe ETF (IEV) provides diversified exposure to leading European companies across sectors such as industrials, financials, and consumer goods — many of which trade at a discount to their U.S. peers.

Momentum from the American markets continues to spill over into Europe, with improving investor sentiment and renewed corporate investment activity. IEV allows investors to participate in this potential catch-up phase while maintaining exposure to stable, blue-chip names. As global diversification becomes increasingly valuable in volatile market conditions, IEV offers a balanced way to capture European growth potential without taking on excessive risk.