Four Stocks to Watch: Insights from Josh Brown on Market Trends
At Extreme Investor Network, we’re dedicated to providing timely and valuable investment insights that can help you navigate today’s complex financial landscape. With the S&P 500 recently entering a correction due to investor uncertainty surrounding trade policies, it’s crucial to pinpoint stocks that may represent opportunity amidst the volatility. Josh Brown, co-founder and CEO of Ritholtz Wealth Management, shared his insights on CNBC’s "Halftime Report," focusing on four specific stocks that are worth your attention.
1. AutoZone (AZO)
AutoZone has proven to be a perennial favorite among investors, and Josh Brown confidently highlighted its impressive performance in 2025. With a year-to-date gain exceeding 10%, the company remains resilient even in a turbulent market environment. Supported by a solid 50-day moving average and a reasonable price-to-forward earnings ratio of around 23, AutoZone combines stability with strong fundamentals. For investors looking for consistent growth, AutoZone stands out as a stock that continues to thrive, showcasing a reliable business model and adaptive strategies to meet changing consumer demands.
2. Live Nation (LYV)
Next up is Live Nation, a key player in the entertainment and ticketing sector. Josh indicated that the stock is currently "completely washed out" in terms of relative strength, suggesting that it’s trading at undervalued levels. With shares finding crucial support near the 50-day moving average, there’s potential for a rebound. After a sharp decline of nearly 26% over the past month, this may present a golden opportunity for investors willing to take a calculated risk on a leading player in the entertainment industry. As events ramp back up post-pandemic, Live Nation could see significant upside as consumer spending on experiences rebounds.
3. Starbucks (SBUX)
Under the leadership of CEO Brian Niccol, who took the helm in September 2024, Starbucks has shown remarkable resilience and adaptability. Despite a recent slump of 17% in March, the coffee giant is still up over 5% year-to-date, thanks to a strong performance in January and February. Brown emphasized Niccol’s leadership as a game-changer for Starbucks, positioning the company firmly in the quick-service restaurant sector. For investors who appreciate strong leadership and brand loyalty, Starbucks represents not just coffee, but a cohesive lifestyle brand that continues to innovate and expand.
4. Netflix (NFLX)
Netflix, the dominant name in the streaming market, has faced some challenges, with a decline of more than 14% in the past month. However, Josh Brown argues that Netflix’s forward price-to-earnings ratio of 30 is justified by its incomparable business model and market position. As we move deeper into 2025, the company’s ongoing investments in content and improvements in user experience are likely to pay off, possibly making now an appealing entry point for long-term investors. As streaming continues to reshape entertainment consumption, Netflix’s role as a leader in this transformation cannot be overstated.
Conclusion
As we navigate the unpredictable waters of the current market, it’s essential to keep an eye on stocks like AutoZone, Live Nation, Starbucks, and Netflix. These companies not only showcase strong fundamentals but are also positioned to capitalize on emerging trends and consumer behavior shifts.
At Extreme Investor Network, we believe that successful investing is about making informed decisions based on comprehensive analysis and expert insights. Stay connected with us for further updates and strategies to enhance your investment journey. Remember, every market correction presents an opportunity for those willing to do their homework and make strategic choices. Happy investing!