Stocks that Could Sizzle This Summer

Many companies can thrive when the rest of the market wilts. We asked our experts their thoughts on which summer stocks could get red hot.

One of our experts, Jay Rishel (CFP) of Overman Capital Management, sees the summer months when Americans use more energy and natural resources.

Because of this, a few stocks in this sector he feels could not only benefit from the summer months but are long-term candidates as well.

Pioneer Natural Resources (PXD)

Rishel says, “Positioned to benefit from the high oil price, focused on returning capital to shareholders via dividends.”

“NTR is the largest fertilizer producer by capacity. Supply chain issues and tight inventory have pushed fertilizer prices higher (see Russia's invasion of Ukraine), and NTR can benefit from this.”

Nutrien Ltd. (NTR)

Enbridge (ENB)

“North America's largest energy infrastructure company, strong dividend yield over 5%, has a diverse set of natural gas and oil pipelines and a utility business with over 3.5m customers.”

“A good dividend, diverse set of products, a pickup in defense spending, and improving supply chain should benefit them.” Honeywell makes many home products built for summers, such as fans, air purifiers, and thermostats.

Honeywell (HON)

Disney (DIS)

Joshua Lutkemuller, CFA of StrongSide Asset Management, see's Disney as a strong summer investment. Losing almost 30% of its market cap in 2022, Joshua views this as the perfect time to invest in the entertainment juggernaut.

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