Revisiting Two Stock Recommendations from 2024: A Look Back

1. Intel (INTC): Strong Performance, Now a Hold

Buy Date: 9/19/2024 at $18.19

Current Price (3/17/2025): $25.97

Return: +42.77%

S&P Return during this is : -0.7%

Intel has delivered an impressive 42.77% return since the original recommendation on September 19, 2024, when it was trading at $18.19. The company has made significant strides in its turnaround strategy, focusing on strengthening its semiconductor manufacturing, expanding AI-driven chips, and securing government incentives for domestic production. While it still faces stiff competition from Nvidia and AMD, Intel's improved financial outlook and strategic initiatives have contributed to its stock price growth.

At $25.97, much of the near-term upside appears to be priced in, and the deep value buying opportunity is no longer as compelling. While Intel remains a solid long-term investment, I am shifting my stance from "Buy" to "Hold", as future gains may be more gradual from this point. Investors looking to add shares may want to wait for pullbacks.

Lemonade (LMND): A Surprising Surge, Now a Strong hold

Buy Date: 10/4/2024 at $18.13

Current Price (3/17/2025): $36.90

Return: +103.53%

S&P Return during this is : -1.2%

Lemonade has been a standout performer, more than doubling in price with a 103.53% return since the October 4, 2024 recommendation at $18.13. The company’s AI-driven insurance platform continues to gain traction, and its expansion into new insurance categories has significantly improved its revenue outlook. Investor confidence has increased, reflecting optimism about Lemonade’s ability to scale its operations and eventually reach profitability.

However, after a 103.53% rally, the risk-reward profile has shifted. While Lemonade still has strong long-term potential, its current valuation demands caution. At $36.90, the stock is no longer an obvious bargain, and I am moving my recommendation from "Buy" to "Hold". Investors should monitor the company’s financials closely and consider taking profits if valuations become stretched.

This is exactly what we do and will continue to do—identifying undervalued opportunities before the market catches on and positioning for outsized returns. Our approach is rooted in value investing and alpha generation, seeking companies with strong fundamentals, growth potential, and mispriced valuations. By staying disciplined, patient, and ahead of market trends, we aim to consistently beat the market and maximize returns. Expect more high-conviction picks, deep analysis, and strategic insights as we continue to navigate the ever-evolving investment landscape - Zack's seeking Alphas

All posts reflect Zack's personal opinions on stocks.

This is not financial advice.