Top Stocks For Q4: 6 Consumer, Housing And Infrastructure Stocks

As the fourth quarter approaches, investors are eager to identify promising stocks in sectors such as consumer goods, housing, and infrastructure. These sectors often experience seasonal trends and are influenced by various economic indicators. This article highlights six stocks that have shown strong performance and growth potential in these sectors.

Consumer Stocks: Walmart and Nike

Walmart (WMT) has consistently performed well in the fourth quarter due to increased consumer spending during the holiday season. The company's extensive product range and competitive pricing attract a broad customer base. In the fourth quarter of 2021, Walmart's revenue grew by 2.9% year-over-year, driven by strong sales in key categories such as electronics, toys, and home goods.

Nike (NKE) is another consumer stock that tends to perform well in the fourth quarter. The company's strong brand and innovative products drive demand, particularly during the holiday shopping season. In the fourth quarter of 2021, Nike's revenue increased by 18% year-over-year, boosted by robust online sales and growth in key markets like North America and Greater China.

Housing Stocks: Toll Brothers and Lennar

Toll Brothers (TOL) is a leading homebuilder that has historically benefited from strong housing demand during the fourth quarter. The company's luxury homes and high-quality construction appeal to affluent buyers. In the fourth quarter of 2021, Toll Brothers' revenue grew by 22% year-over-year, driven by increased housing demand and higher selling prices.

Lennar (LEN) is another prominent homebuilder that tends to perform well in the fourth quarter. The company's diverse product offerings and strong market presence contribute to its success. In the fourth quarter of 2021, Lennar's revenue increased by 21% year-over-year, fueled by strong demand for new homes and higher selling prices.

Infrastructure Stocks: Caterpillar and Deere

Caterpillar (CAT) is a global leader in construction and mining equipment, which are essential components of infrastructure projects. The company's diverse product portfolio and strong global presence make it a reliable choice for investors. In the fourth quarter of 2021, Caterpillar's revenue grew by 23% year-over-year, driven by increased demand for construction equipment and higher selling prices.

Deere (DE) is another infrastructure stock that tends to perform well in the fourth quarter. The company's agricultural equipment and construction machinery are in high demand during the harvest season and infrastructure projects. In the fourth quarter of 2021, Deere's revenue increased by 26% year-over-year, boosted by strong demand for agricultural equipment and higher selling prices.