Investing in the global recovery: 5 FTSE 100 stocks I’d buy now

first_img I’m sure you’ll agree that’s quite the statement from Motley Fool Co-Founder Tom Gardner.But since our US analyst team first recommended shares in this unique tech stock back in 2016, the value has soared.What’s more, we firmly believe there’s still plenty of upside in its future. In fact, even throughout the current coronavirus crisis, its performance has been beating Wall St expectations.And right now, we’re giving you a chance to discover exactly what has got our analysts all fired up about this niche industry phenomenon, in our FREE special report, A Top US Share From The Motley Fool. Our 6 ‘Best Buys Now’ Shares Manika Premsingh owns shares of Glencore. The Motley Fool UK has no position in any of the shares mentioned. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors. “This Stock Could Be Like Buying Amazon in 1997” Manika Premsingh | Wednesday, 27th January, 2021 Image source: Getty Images Click here to claim your copy now — and we’ll tell you the name of this Top US Share… free of charge! See all posts by Manika Premsinghcenter_img Simply click below to discover how you can take advantage of this. Renowned stock-picker Mark Rogers and his analyst team at The Motley Fool UK have named 6 shares that they believe UK investors should consider buying NOW.So if you’re looking for more stock ideas to try and best position your portfolio today, then it might be a good day for you. Because we’re offering a full 33% off your first year of membership to our flagship share-tipping service, backed by our ‘no quibbles’ 30-day subscription fee refund guarantee. There’s still a lot of investing uncertainty for FTSE 100 stocks today. But there’s no denying that the improved outlook for the global economy has helped steady the index.Global economy set to improveThe International Monetary Fund forecasts that the world economy will grow by 5.5% in 2021. Even though it has slightly reduced its forecast, this is a significant improvement over the decline in the gross domestic product (GDP) in 2020. 5G is here – and shares of this ‘sleeping giant’ could be a great way for you to potentially profit!According to one leading industry firm, the 5G boom could create a global industry worth US$12.3 TRILLION out of thin air…And if you click here we’ll show you something that could be key to unlocking 5G’s full potential…An investing strategyI think this is a good time to invest in stocks of companies with significant global interests. The two biggest country economies – the US and China – are slated to see particularly robust growth. While the US is expected to grow by 5.1%, China’s growth is seen at 8.1%.The way I’d do it is this. Both economies are likely to splurge on public spends this year. I think two kinds of companies will see a turn of fortunes because of this – mining companies and construction firms. The reason is that physical infrastructure creation calls for both raw materials and expertise in building it. FTSE 100 miners to benefitThe good news is that a number of FTSE 100 companies fall under both these categories. There are at least three multi-commodity miners that I like. These are Anglo American, Glencore, and Rio Tinto. I think infrastructure spending alone could buoy their share prices and finances for the foreseeable future, but there are more reasons to like them. I believe environmentally friendly companies are the future, and these firms are taking steps in the right direction. Anglo American has made it one of its strategic priorities. Its acquisition of polyhalite miner Sirius Minerals last year may even be a step in this direction. Rio Tinto has reported finding lithium, which is used in electric vehicle cells, and Glencore is producing cobalt now.While their long-term future is heartening, the bigger risk in 2021, I think, is new coronavirus variants. No public spending can help, or even take place, if most economic activity is deemed hazardous to health, including construction.FTSE 100 construction companies with US interestsThere are two FTSE 100 construction companies that also have strong US interests. One is Ashtead and the other is CRH. It’s no surprise then, that both stocks’ prices are presently at all-time highs. This is despite the fact that their financials have suffered in 2020 because of the pandemic.I don’t think a choice is necessarily required, but if I have to make one, I’d put my bet on CRH for two reasons. One, its US interests are bigger than those of Ashtead’s in terms of revenue share. And its earnings ratio is less than half that of Ashtead’s, at around 12 times right now. For this reason, I think its share price can rise far more.Much like in the case of the miners, construction biggies also face the threat of prolonged lockdowns. Their financials have already suffered, and if 2021 doesn’t quite play out like we think it will, the result could be disappointing. For now though, I see more upside to them. I would like to receive emails from you about product information and offers from The Fool and its business partners. Each of these emails will provide a link to unsubscribe from future emails. More information about how The Fool collects, stores, and handles personal data is available in its Privacy Statement. Investing in the global recovery: 5 FTSE 100 stocks I’d buy now Enter Your Email Addresslast_img read more

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