Morgan Stanley adds Alphabet, Coca-Cola to 2027 Vintage Values list

Visa: Visa operates a global payments network facilitating electronic transactions between consumers, merchants, and financial institutions. It carries over from the prior Vintage Values list due to its strong industry positioning and risk-reward profile. Apple: Apple designs and markets consumer electronics, software, and services centered on its hardware ecosystem and App Store. It was selected as a new addition to the 2027 Vintage Values roster for its quality and growth attributes. Amazon: Amazon is a technology and e-commerce company with major businesses in online retail, cloud computing through AWS, and digital streaming. It appears on both the 2026 and 2027 Vintage Values lists, reflecting continued analyst support for its long-term fundamentals. Equinix: Equinix operates a global network of data centers supporting digital infrastructure and interconnection services. It was added to the 2027 Vintage Values list for its positioning in the quality and large-cap growth segment. Alphabet: Alphabet is the parent company of Google, with core operations in online search, digital advertising, and cloud infrastructure. It maintains a diversified portfolio of tech and AI-related businesses. Alphabet was added as a new member to Morgan Stanley's 2027 Vintage Values list of recommended stocks. McKesson: McKesson is a healthcare services and pharmaceutical distribution company serving hospitals, pharmacies, and other providers. It remains on the Vintage Values list for the second consecutive year based on analyst recommendations. Coca-Cola: Coca-Cola is a leading multinational beverage company focused on soft drinks, bottled water, and other consumer staples products. It operates through an extensive global distribution network and brand portfolio. Coca-Cola was added as a new member to Morgan Stanley's 2027 Vintage Values list. Dynatrace: Dynatrace provides observability and application performance management software for enterprise IT environments. It was included among the new names on Morgan Stanley's 2027 Vintage Values list. Eli Lilly: Eli Lilly is a pharmaceutical company focused on developing and commercializing medicines in areas such as diabetes, oncology, and neuroscience. It joined the 2027 Vintage Values list as one of the new recommended holdings. Morgan Stanley: Morgan Stanley is a global financial services firm providing investment banking, wealth management, and equity research. Its North America equity analysts contribute top stock recommendations that feed into thematic portfolios like Vintage Values. In the news, the firm refreshed its annual Vintage Values list, incorporating inputs on fundamentals, valuation, and risk-reward to select 15 stocks for a one-year horizon. Michelle Weaver: Michelle Weaver is an equity strategist at Morgan Stanley responsible for overseeing the firm's Vintage Values portfolio construction. She highlighted the role of bottom-up fundamental drivers and an anti-momentum approach in selecting the 2027 names. Weaver provided commentary on the list's quality tilt and valuation characteristics in the firm's note. Williams Companies: Williams Companies is an energy infrastructure firm involved in natural gas gathering, processing, and transportation. It was newly added to Morgan Stanley's 2027 Vintage Values portfolio. Continuity: Only three names from the prior Vintage Values list carried over to the 2027 edition, underscoring the annual refresh process that incorporates updated analyst views. Stock Selection: Morgan Stanley's Vintage Values list is compiled from analyst recommendations emphasizing company fundamentals, quantitative analysis, macro exposure, industry positioning, valuation, and risk-reward. Portfolio Characteristics: The 2027 Vintage Values roster shows a tilt toward quality, large-cap, and growth stocks relative to the broader market, with an anti-momentum approach favoring names with strong bottom-up drivers.