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Top-tier investment picks for the latter part of 2025

Rapidly approaching is the middlepoint of the year. Here are the top 2 high-valued stocks for investment in the second half of 2025.

Halfway through the year lies just around the corner. We've got the two most valuable stocks you...
Halfway through the year lies just around the corner. We've got the two most valuable stocks you should consider investing in during the second half of 2025.

Top-tier investment picks for the latter part of 2025

Hang on, buckle up! The second half of 2025 is shaping up to be a wild ride for the stock market. If you're keen on riding the longest run, then bank on value stocks as they're the ticket to ride amid the shifting interest rate expectations and trade tensions.

Here are two companies with promising fundamentals that should catch your eye in the upcoming months:

1. Berkshire Hathaway (NYSE: BRK.B)

Berkshire Hathaway, run by the legendary investor Warren Buffett, is a conglomerate holding company with a portfolio spanning from utilities to consumer brands. Despite a 5.88% dip this month, following Buffett's announcement to step down as CEO, there's no need to worry about the company's future strong performance.

In reality, its subsidiaries are built for long-term value, and most of them are well-positioned to benefit from ongoing trends like artificial intelligence and renewable energy. Check out Berkshire Hathaway Energy (BHE) as an example, a renewable energy leader with 34,000 MW of clean power capacity. As AI and climate policy drive demand for smarter, cleaner grids, BHE could prove a valuable addition to portfolios, especially considering its negative cash tax rate of -107%.

2. BioMarin Pharmaceutical (NASDAQ: BMRN)

This biotech firm specializes in developing and commercializing therapies for severe conditions, primarily in children. Its ongoing studies for conditions like hypochondroplasia make it a promising investment, especially as some predictions indicate a potential growth of 67.7% in the next year.

Despite not strictly fitting the classic value stock profile, BioMarin is worth considering, given its impressive Q1 2025 results, including a 15% growth and GAAP Diluted Earnings Per Share (EPS) growth of +107% Year-over-Year (YoY). Additionally, it generated operating cash flows of $174 million, marking a 271% increase compared to Q1 2024.

The forward price-to-earnings (PE) ratio stands at 13.85, making it an affordable entry point for value-oriented investors keen on the sector. However, be cautious as BMRN had some of the highest implied volatility of all equity options last month, indicating investors anticipate significant price movements.

Remember, this content is not investment advice. When investing, your capital is at risk.

Featured image via Shutterstock

  1. As the stock market prepares for a turbulent second half of 2025, Berkshire Hathaway (NYSE: BRK.B) stands tall as a significant investment option, given its resilient performance and diversified portfolio in various sectors, including renewable energy.
  2. The dynamic stock market landscape calls for attention to BioMarin Pharmaceutical (NASDAQ: BMRN), a biotech firm exhibiting strong potential, particularly with its promising studies for severe conditions. Despite not being a traditional value stock, its impressive financials and anticipated growth indicate its worth considering for those investors seeking opportunities in the sector.

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