The recent implementation of significant tariffs by the U.S. government has led to increased market volatility and raised concerns about a potential recession. In this context, many investors are questioning whether it’s an opportune time to add long-term stocks to their portfolios.
Financial advisers generally caution against making hasty decisions in response to market fluctuations. A recent Yahoo Finance article emphasizes the importance of maintaining a long-term investment strategy, suggesting that investors should “think twice before bailing out of the stock market.”
Similarly, Investopedia reports that experts recommend a cautious approach during this period of uncertainty. While some view the market pullback as a potential buying opportunity for high-quality stocks, others warn that it may be premature to “buy the dip,” citing continued institutional caution and technical indicators suggesting further
MarketWatch highlights that U.S. stock markets are experiencing significant downturns, with fears of a recession growing amid uncertain economic signals and geopolitical tensions. Technical strategists observe that indicators like the elevated VIX (Wall Street’s “fear gauge”) and high bearish sentiment suggest that stocks are approaching a bottom. However, institutional investors remain cautious, and analysts recommend focusing on high-quality stocks while exercising caution in the short term due to unpredictable headlines and limited corporate stock buybacks amid upcoming earnings reports.
Despite current market volatility, some analysts identify potential opportunities for long-term investors. For instance, The Motley Fool lists “The 9 Best Stocks to Buy Now in April (2025),” noting that while stock market volatility will likely persist beyond April, investors can scoop up these stocks at bargain prices.
Additionally, Morningstar highlights three long-term stocks they still believe in, suggesting that despite market fluctuations, certain companies with strong fundamentals remain attractive for long-term investment.
The Motley Fool’s Recommendations:
In an article published on April 3, 2025, The Motley Fool highlighted nine stocks they view as favorable investments:
• Advanced Micro Devices (AMD)
• Alphabet (GOOGL)
• Amazon (AMZN)
• Nvidia (NVDA)
• Oracle (ORCL)
• Pinterest (PINS)
• Uber Technologies (UBER)
These companies span various sectors, including technology and consumer services.
In another article published on April 6, 2025, The Motley Fool recommended five leading tech stocks:
• Arm Holdings (ARM)
• CrowdStrike (CRWD)
• Nvidia (NVDA)
• Broadcom (AVGO)
• Nintendo (NTDOY)
These selections focus on companies with strong positions in the technology sector.
Morningstar’s Recommendations:
Morningstar has also identified a list of undervalued stocks from their “Best Companies to Own” list as of March 28, 2025:
• Polaris (PII)
• Nike (NKE)
• Pfizer (PFE)
• Taiwan Semiconductor Manufacturing (TSM)
• NXP Semiconductors (NXPI)
• Campbell Soup Company (CPB)
• Alphabet (GOOGL)
• Huntington Ingalls Industries (HII)
• Brown-Forman (BF.B)
• GSK (GSK)
These companies are noted for their significant competitive advantages and are considered undervalued relative to their fair value estimates.
Additionally, Morningstar highlighted three long-term stocks they continue to believe in:
• Nutrien (NTR)
• Baxter International (BAX)
These companies are recognized for their durable competitive advantages and potential for long-term growth.
Finally
Investors should conduct their own due diligence and consider their individual financial goals and risk tolerance before making investment decisions.
