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+--- Thread: Top 2017 Picks (/showthread.php?tid=1630)
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Top 2017 Picks - Roadmap2Retire - 12-29-2016
Hi all,
I compiled a list of Top Investment Pick for 2016 that my readers loved and some have reached out to thank me for the great suggestions which have seen spectacular returns in their portfolios. The post can be found here.
I am putting together a similar list for 2017 and wanted to reach out to see if anyone would be interested in participating.
The rules are simple: Pick one investment (either a stock or a fund or a commodity or any other form of investment), and present a short & quick investment reason behind the pick.
cheers
R2R
RE: Top 2017 Picks - DividendDragon - 12-29-2016
Next PLC - Superior margins (20%) over competitors. Very lean in a tough trading environment. Currently trading at 11 p/e and $ investors are getting a great deal due to the crash in the £ following Brexit.
RE: Top 2017 Picks - EricL - 12-30-2016
I'll go with Gilead Sciences (GILD).
Ridiculously cheap by just about any metric you can use, I have to think at some point this year it either releases a new drug or makes an acquisition that gets the stock price moving again. I realize that the HCV business is seeing declining sales, but you could completely remove that portion of its business and it would still be reasonably priced based off of its other drugs.
RE: Top 2017 Picks - Roadmap2Retire - 12-30-2016
Thanks for participating
I just posted the results of the 2016 picks. Here are the results.
Very interesting to see that the top 3 were all pipeline stocks!
RE: Top 2017 Picks - Rasec - 12-30-2016
Regarding 2016, I remember seeing your request last year but I was just a newbie (I still am) and didn't feel confident enough to voice an opinion, however my personal bet was CVX and I remember going through the mental exercise of picking just one. CVX YTD is not doing too bad at ~37% (glad I went in heavily in late 2015 and early 2016).
My pick for 2017 is the same as EricL, my vote goes for GILD, insanely low valuation, lots of cash in hand, almost -28% YTD returns in 2016... it "has" to go up. I predict +35/40% in 2017. At +40% it would still trade at a P/E around 9ish at 2016 earnings. Same as CVX last year, I'm putting my money where my mouth is and I already am heavy on GILD and I keep buying more.
Btw, I love this exercise, thanks for doing it and keeping tabs on it!
RE: Top 2017 Picks - Dividend Watcher - 12-30-2016
Not big on 1 year time frame picks but ...
Echoing the GILD picks. Not expecting a big gain in 2017 but 5 years from now, I'll either be crying or trimming like crazy. Alternatively, I still like Amgen (AMGN).
RE: Top 2017 Picks - RyanCMason - 12-30-2016
I really like NKE. I wouldn't say it is cheap but is fair value from its historical range and earnings are still growing 10% annually. I am looking forward to adding to my position.
RE: Top 2017 Picks - EricL - 12-31-2016
(12-30-2016, 10:57 PM)RyanCMason Wrote: I really like NKE. I wouldn't say it is cheap but is fair value from its historical range and earnings are still growing 10% annually. I am looking forward to adding to my position.
I've been considering NKE as well, but it's just not quite cheap enough yet for me to add, especially since my portfolio is already a bit heavy in consumer discretionary.
Great company though, I don't think you'll regret having bought it 10-20 years down the road.
RE: Top 2017 Picks - Roadmap2Retire - 01-01-2017
Thanks for sharing your picks. I have included them and will be tracking over the year.
Last call for getting the picks in...I am planning on publishing before markets open Tuesday morning.
RE: Top 2017 Picks - KTMarty - 01-01-2017
I like UHT just made new highs and with a 4.7% div
RE: Top 2017 Picks - KTMarty - 01-01-2017
I like UHT just made new highs and with a 4.1% div to boot.
Happy New Year
RE: Top 2017 Picks - cannew - 01-02-2017
I picked mine many years ago and they are still the ones I hold. If I was adding to my portfolio, I'd be hoping for a dip to invest more in those same stocks.