Morgan Stanley Vintage Value List Update: Will You Follow Their 2026 Picks?
2025 was a wild ride — will you follow their 2026 list? Morgan Stanley just released its 2026 stock picks.
Looking back at the Vintage Value list performance in 2025, every stock achieved over 10% YTD gains, with the top three performers — KKR, Walmart, and Tenet Healthcare — soaring nearly 70% in 2025.
In both of the past two years’ lists, Amazon has been Morgan Stanley’s top pick, while Boston Scientific, Walmart, and Visa have all made repeat appearances.
44.39% | |
18.03% | |
54.51% | |
37.81% | |
37.53% | |
23.41% | |
19.27% | |
13.06% | |
78.53% | |
67.04% | |
23.1% | |
21.39% | |
65.42% | |
71.93% | |
12.09% | |
13.86% |
So, among the 2026 picks, which one do you believe in most?
Will you follow Morgan Stanley’s new list?
Are you bullish on Amazon’s upside potential?
How about Walmart’s super bull run?
Leave your comments to win tiger coins~
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My top choice is NextEra Energy $NextEra(NEE)$ . With massive wind and solar projects, it’s a quiet leader in renewables—steady dividends, solid moat, and great for long-term compounding. Palo Alto Networks $Palo Alto Networks(PANW)$ also stands out, but NEE feels steadier and better aligned with global energy shifts. I see it as a calm anchor amid a volatile market.
Still bullish on Amazon’s upside and cautious on Walmart after its huge run. Overall, I’ll dip into this list but stay diversified to keep flexibility. The key for me is blending dependable compounders like NEE with selective growth names for balance.
@Tiger_comments @TigerStars
Check them in the history - “community distribution“
Amazon (AMZN) upside potential remains strong due to its growth in cloud computing (AWS), e-commerce, and AI ventures, although competition and market volatility may slow its growth compared to previous years
Walmart (WMT) super bull run has been fueled by its adaptability in e-commerce and strong retail presence, but future growth may slow as it faces increasing competition from both online and traditional rivals
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我看好亚马逊的上涨潜力，因为它发展了电子商务、广告、云和人工智能，同时精简了员工队伍，这将提高其利润率。
我也看好沃尔玛的超级牛市。这是一家跨国公司，拥有多家大卖场、折扣百货商店。这将有助于它巩固对大众的影响，即使经济下滑也能保持相关性。在好的时候，消费者肯定会花钱。在经济不景气的时候，由于这些商品大多需求缺乏弹性，消费者仍然必须消费，而种类繁多的产品将有助于其维持利润。
就我个人而言，我喜欢visa，因为它是电子支付的主要参与者之一，而且绝对是该领域的领导者。
I’d follow the list as a reference, not a blind buy. It’s built for a 12-month horizon, so do your own checks before investing.
Amazon (AMZN): Still promising — AWS, automation, and cost savings could boost profits. Yet, high valuation and slowing consumer demand may limit near-term upside. I’m moderately bullish, but position sizing is key.
Walmart (WMT): More defensive and stable. Growth in Walmart+, retail media, and e-commerce strengthens its long-term story. Despite short-term margin pressure, it fits cautious investors better.
In short: both are strong picks, but Walmart offers steadier growth while Amazon delivers higher potential — with higher risk.
This list isn't just a screen. It is a curated road map for investors, designed to spotlight mid to large cap stocks expected to deliver superior risk adjusted returns over a 12 month horizon.
For me, this list offers a structured way to zero in on great value stocks to add to my watch list.
Repeat appearances like Walmart and Boston Scientific signal durable and consistent performance across cycles.
It is a good starting point as it points to potential stocks to invest but ultimately it is up me to do my own due diligence and portfolio alignment.
@Tiger_comments @TigerStars @TigerClub @Tiger_SG @CaptainTiger
如果要從名單中挑出我最有信心的幾隻，我依然會押注亞馬遜（AMZN）和波士頓科學（BSX）。亞馬遜的電商業務雖已成熟，但AWS在AI與雲計算領域仍是強勁增長引擎，加上廣告業務的爆發力，2026年有望繼續帶來兩位數成長。而波士頓科學受益於醫療創新與全球老齡化趨勢，盈利穩健、波動性低，是典型的長期防禦型成長股。
至於沃爾瑪（WMT），雖然2025年表現驚豔，但我認爲2026年要再複製70%的漲幅難度不小。零售板塊的增長空間有限，除非他們的電商轉型或AI供應鏈管理有新突破，否則估值可能已到頂部。
整體來看，我會關注摩根士丹利的名單，但不會盲目跟隨。更重要的是理解他們的邏輯：在高利率尾聲階段，他們明顯在押注“高質量現金流與穩定成長”。這點，我完全認同。
在近兩年的榜單中，亞馬遜已被摩根士丹利的首選，而波士頓科學公司、沃爾瑪，和簽證擁有一切重複出現.
want to buy Walmart but it never drop to good valuation.