If history repeats itself, investors in 14 global stocks could get lucky over the next six months. CNBC Pro sifted through the MSCI World Index looking for stocks that have consistently risen in the second half of each year over the past decade. Stocks on the list include artificial intelligence chip designer Broadcom, New York Stock Exchange owner Intercontinental Exchange, IT services company CDW Inc., defense company Booz Allen Hamilton, health care company Danaher and Canadian convenience store operator Alimentation Couche -Tard. Share prices of global insurance giants WR Berkley, Chubb, Swiss Life, Swiss Re, Munich Re, Assicurazioni Generali and European investor Sofina also rose between July 1 and December 31 each year between 2013 and 2023. Designer Broadcom ranked second in terms of increase. The stock has risen more than 40% this year. Sofina Belgium-listed investment trust Sofina has the biggest potential upside on the list. Analysts expect shares to rise 39% over the next 12 months, to €300 ($322). The stock is also currently trading at a discount of 26% to its net asset value. Alimentation Couche-Tard Alimentation Couche-Tard is available in Canada but generates most of its profits in the United States, where it is the second-largest convenience store chain. The stock is also the largest holding in the iShares S&P/TSX Capped Consumer Staples Index ETF, the only exchange-traded fund to rise every year for more than a decade. RBC Capital Markets analysts previously said the company has a “relatively recession-resistant business model.” CNBC Pro’s findings follow a separate analysis of the past 50 years of MSCI World Index price data, which shows that while the index rose more than 12% in the first six months of the year, it continued to rise 83% in the second half. time. Since the late 1980s, the market has risen more than 12% in the first half and every time in the second half.
