Investing.com -- Deutsche Bank has released its Q1 2025 "Fresh Money List," highlighting top investment ideas across various sectors. This quarter’s list includes 41 picks, with 24 new entries
Some of the biggest names on the list include Freshpet (NASDAQ:FRPT), Coca-Cola (NYSE:KO), Wells Fargo (NYSE:WFC), Charles Schwab (NYSE:SCHW), Eli Lilly (NYSE:LLY), CVS Health (NYSE:CVS), 3M, First Solar (NASDAQ:FSLR), United Airlines, Amazon (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), AT&T (NYSE:T), Shopify (NYSE:SHOP), Snowflake (NYSE:SNOW), and more.
In the consumer sector, Deutsche Bank (ETR:DBKGn) highlights Coca-Cola for its strong global market share trends and potential to overcome foreign exchange headwinds, which should drive EPS growth. The analysts also anticipate a positive inflection in free cash flow by the second half of 2025 and into 2026.
In the financials and fintech sector, Wells Fargo is noted for its progress in addressing regulatory issues and its attractive valuation, despite a strong 2024 performance. WFC is seen as poised for continued gains, particularly if the asset cap is lifted.
Amazon is a standout in the TMT (technology, media, and telecom) sector, with Deutsche Bank citing it as one of the best earnings growth stories for 2025. The firm expects steady growth in U.S. e-commerce and accelerating AI demand, particularly in Amazon Web Services (AWS), driven by AI workload expansions and advancements in custom AI silicon.
Another name in the sector is Meta Platforms, with Deutsche Bank stating that durable growth at scale in conjunction with AI tailwinds and an undemanding valuation is the cornerstone of its Meta investment thesis.
In the industrials sector, United Airlines is highlighted for its ability to offset inflation through top-line growth. UAL’s comprehensive international network and exposure to premium segments like corporate travel and cargo make it a prime pick, trading at attractive valuation levels.
Lastly, in healthcare, Eli Lilly is favored for its potential in obesity treatments, specifically Orforglipron and Tirzepatide. The firm sees opportunities for growth with upcoming Phase 3 readouts and recent trial results positioning LLY to maintain its leadership in the obesity treatment market.