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Motley Fool Analyst Reveals Top 10 Stock Picks for 2024

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  Published in Stocks and Investing on Monday, January 5th 2026 at 20:28 GMT

Ten Stocks to Kickstart Your New Year: A Motley Fool Investor’s Picks

As a new year dawns, investors are naturally looking for opportunities to build wealth and secure their financial future. Jason Moser, a personal finance analyst at The Motley Fool, recently shared his top ten stock picks for 2024 (published January 5th, 2024), outlining why he believes these companies are poised for growth and represent compelling investment options. This article summarizes those selections, explaining the rationale behind each choice and highlighting key factors investors should consider. Moser emphasizes a long-term perspective, encouraging readers to focus on fundamentally sound businesses rather than chasing short-term gains.

A Focus on Durable Competitive Advantages & Long-Term Trends

Before diving into the specific stock picks, it's important to understand Moser’s investment philosophy. He prioritizes companies with "economic moats" – durable competitive advantages that protect them from rivals and allow them to consistently generate profits. He also looks for businesses benefiting from long-term trends like digital transformation, demographic shifts, and evolving consumer preferences. This approach aims to identify companies likely to thrive over the next decade and beyond.

The Top Ten Stock Picks:

Here's a breakdown of Moser’s selections, grouped loosely by sector and with key takeaways:

1. Amazon (AMZN): The E-Commerce & Cloud Giant – Amazon remains a cornerstone of Moser’s portfolio. While acknowledging past volatility related to cloud growth concerns, he believes the company is still dominant in e-commerce and that its AWS (Amazon Web Services) business will rebound. He highlights Amazon's continued innovation, including investments in AI and healthcare, as key drivers for future growth. The sheer scale of Amazon’s operations and its ability to leverage data provide a significant competitive advantage. [ You can read more about Amazon's recent performance here ].

2. Alphabet (GOOGL, GOOG): The AI Powerhouse & Advertising Leader – Moser sees Alphabet, the parent company of Google and YouTube, as a leader in artificial intelligence. He believes that AI will be transformative for its advertising business, improving targeting and efficiency. Beyond advertising, Alphabet’s investments in “Other Bets” (like Waymo, its autonomous vehicle division) represent potential future growth areas. The sheer volume of data Alphabet processes gives it an unparalleled advantage in developing and deploying AI technologies.

3. Costco Wholesale (COST): The Membership Retailer with Loyal Customers – Costco's membership model creates a recurring revenue stream and fosters incredible customer loyalty. Moser emphasizes the company’s ability to offer consistently low prices, attracting value-conscious shoppers. The renewal rates for memberships are exceptionally high, providing stability even during economic downturns. [ Costco's business model is detailed here ].

4. Lululemon Athletica (LULU): The Athleisure Brand with a Premium Image – Lululemon has successfully transitioned from a yoga apparel brand to a broader athleisure powerhouse. Moser appreciates the company’s focus on design, quality, and community building. He believes that Lululemon's premium positioning allows it to command higher prices and maintain strong margins. The brand's appeal extends beyond fitness enthusiasts, attracting consumers seeking comfortable and stylish clothing for everyday wear.

5. Block (SQ): The Fintech Disruptor – While acknowledging the risks associated with fintech companies, Moser remains optimistic about Block’s potential. He believes that Square, Block’s core payment processing business, continues to be essential for small businesses. He sees opportunities in international expansion and further development of its financial services offerings. However, he cautions investors to monitor regulatory developments closely.

6. Roku (ROKU): The Streaming Platform Leader – As the streaming landscape evolves, Moser believes Roku is well-positioned to benefit from advertising growth within connected TV. Roku’s platform-agnostic approach allows it to serve a wide range of content providers and reach a large audience. He sees potential for increased engagement and monetization as consumers increasingly cut the cord.

7. Enphase Energy (ENPH): The Solar Microinverter Innovator – With the global transition towards renewable energy, Enphase is benefiting from the growth in solar power adoption. The company’s microinverter technology offers advantages over traditional string inverters, improving efficiency and reliability. Moser sees continued demand for Enphase's products as governments incentivize solar installations.

8. Universal Health Services (UHS): The Healthcare Provider – Moser views UHS as a relatively undervalued healthcare provider. He believes the company’s diverse portfolio of hospitals and outpatient facilities provides stability and resilience. While acknowledging challenges facing the healthcare industry, he sees opportunities for UHS to improve efficiency and expand its services.

9. Old Dominion Freight Line (ODFL): The Less-Than-Truckload Shipping Leader – Old Dominion is a leader in the less-than-truckload (LTL) shipping market. Moser appreciates the company’s focus on service quality, employee relations, and operational efficiency. He believes that ODFL's strong reputation and disciplined management will allow it to outperform competitors over time.

10. Intuit (INTU): The Financial Software Giant – Intuit, known for TurboTax, QuickBooks, and Credit Karma, is a dominant player in personal finance software. Moser sees continued demand for Intuit’s products as individuals and small businesses increasingly rely on digital tools to manage their finances. He believes the company's subscription-based model provides recurring revenue and predictable growth.

Important Considerations & Disclaimer:

Moser emphasizes that these are his personal stock picks, and investors should conduct their own research before making any investment decisions. He acknowledges that all investments carry risk, and past performance is not indicative of future results. Diversification remains a crucial element of any sound investment strategy. While he highlights the potential upside of each company, it's important to understand the specific risks associated with each sector and individual business. The article serves as a starting point for further investigation rather than definitive buy recommendations.

This summary provides a comprehensive overview of Jason Moser’s top ten stock picks for 2024, highlighting his investment rationale and key considerations for potential investors.