Episode summary
Andrew Bary’s Top Stocks for 2026 | Barron's Streetwise
Barron's Streetwise
· · Hosts: Andrew Bary, Jack Bary
Summary
Andrew Bary’s 2026 list leans more toward value, with a few special situations, after his 10 picks in 2025 returned about 28% in total return, beating the S&P 500’s 15%. He said the new list avoids most of last year’s winners and reflects a fresh search for stocks that still look underappreciated.
The first half of the list includes Amazon, Bristol Myers Squibb, Comcast, Exxon Mobil, and Fairfax Financial Holdings. Bary argued that Amazon is cheap relative to its earnings power and still has two major franchises in e-commerce and AWS. He highlighted Bristol Myers’ low valuation and dividend, Comcast’s bargain price and possible NBCUniversal catalyst, Exxon’s conservative free-cash-flow profile, and Fairfax as a smaller Berkshire Hathaway-like compounder.
The second half shifts to Flutter Entertainment, Madison Square Garden Sports, SL Green Realty, Visa, and Disney. Bary said Flutter benefits from bet types prediction markets cannot easily replicate, MSG Sports trades below the implied value of the Knicks and Rangers, SL Green offers a cheap Manhattan real estate bet, Visa remains a high-quality compounder, and Disney could re-rate on earnings growth and leadership change when Bob Iger retires in 2026.
Key takeaways
- Bary said his 2025 picks gained about 28% in total return, more than 10 percentage points ahead of the market.
- He described 2026 as a more value-tilted list, with fewer overlaps from last year and more special situations.
- Amazon, Comcast, Exxon Mobil, and Disney were framed as quality businesses trading at more reasonable valuations than their growth prospects suggest.
- Bary said Flutter’s edge comes from parlays and prop bets that prediction markets cannot easily replicate.
- He argued Madison Square Garden Sports and SL Green offer asset-value discounts that could close if catalysts emerge.
Notable quotes
“We had 10 picks and they were up uh in total return about 28% which was more than 10 percentage points better than the overall market”
“I would say it's more of a value tilt than last year, but I mean there are also some special situations as well”
“Amazon is actually the worst performer among the Mag 7 stocks this year. It's basically about flat stocks trading in the 220s right now”
“It's trading for under 30 times 2026 earnings. We're using a conservative 2026 estimate that includes stock compensation”
“I think it's a pretty reasonable valuation and the company moved its primary listing to the US in the last year or so”
How the episode opens
Wait, why are we clapping? We're We're You're You're syncing. What are you sinking? — I'm syncing your track and my track because we're not recording in the same room. — Ah, okay. — So, I need some sort of mechanism where I can sync them up and that that's the clap.
Yeah. Okay. But so, so it 1 2 3 and then clap or one two and then clap on three? — No. One, two, three, then clap. — The same thing came up in what was that movie? lethal weapon where remember the toilet was going to blow up and they had to pull the guy off the toilet and it was like do we go on on three do we do it on three or do one two three then do it
Well it's your ass coach I mean it's up to you — There's a whole extended discussion anyhow the stakes are not that high right now so but but let's get it 1 2 3 and then we clap and then we're starving right all right who's going to do the counting
I'll I'll count 1 2 three. — How'd I do? All right, — That was that was good. That was good. Thank you.
Now, all I need is something to say, right? Uh we've got um I don't think there's much. We've got a conversation coming right up with uh Baron's own Andrew Barry and he's going to give us his top stock picks for 2026.
If you don't hear all the ticker symbols or any of the ticker symbols, don't worry. I'll give them all to you at the end. And that's it.
Let's get to the conversation. Andrew Barry as I live and breathe. I looked at my calendar today and it says Andrew Barry's top stocks.
From the episode’s captions: roughly the first two minutes, lightly cleaned. Keep watching on YouTube →
Topics
- top stock picks
- 2026 outlook
- market performance
- stock selection
Watch the episode
Watch “Andrew Bary’s Top Stocks for 2026 | Barron's Streetwise” on YouTube
Summary, takeaways and quote selection by Octagon. Quotes are short excerpts; the full conversation is in the episode.
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