What are your current best bets? Give me a name and time horizon (>1yr)

I am currently looking for 2-3 names to compliment a small portfolio that contains:

• Google
• Microsoft
• Target
• UPS
• Union Pacific
• Verizon

I am not interested in speculative microcaps that have the “next best product” vibe, SPACs, or any other extremely unestablished names.

Comment with your highest conviction picks, and a little bit about why you're so confident. I will try to poke holes in some (playing devils advocate, don't take it personally please), or ask follow up questions to as many as I can.

Thanks 🙂