Your stock picks for 2017

[vanzandt]

Shorts for 2017?

 

[Cuddles]

Holding AMD, Qualcomm, Netflix, Freeport, Sirius, adobe, lockheed, alaska air, and quite a few financials.

 

[vanzandt]

For the record.... OVX 29.71 as I type.

32.36

 

[GwenJosh]

his portfolio does looking interesting from the start. I want to just follow the path he is taking to perform the right investments.

 

[SteveM]

Stocks often tip their hands very early in the year when they are about to go on a big run...I remember 2011 was a brutal year for Bank of America stock...then all of sudden it had 3 green daily closes to start 2012...it ran from $5.00 to $10.00 during that year.

Just to follow up on this post, Valeant has had 3 higher closes to start 2017, after a brutal 2016.

 

[GwenJosh]

I think KO and PG are some of the stocks to look forward in 2017.
For KO i think, the company increased its quarterly dividend in February by six percent to $0.35 per share. At today’s price, KO stock has an annual dividend yield of 3.28%. In the past 10 years, the company’s quarterly dividend payment has more than doubled.

And PG, the company plans to return $70.0 billion to shareholders through 2019 by buying back its shares. In the first quarter alone, P&G spent $1.0 billion on buying back its common stocks and returned $1.9 billion of cash to investors in dividends.

Source: Dividend stocks for 2017

These are also the dividend aristocrats, which have always found place in Warren Buffett's portfolio, so pretty hopeful for them in 2017.

 

[W.J. Feathermaker III]

Just to follow up on this post, Valeant has had 3 higher closes to start 2017, after a brutal 2016.

Good observation. Quarterly starts can also mark significant inflection points.

 

[Covertibility]

I'm surprised no one said the REITS. SPG holding up like a boss given the carnage in the retailers.

Twitterland also seems to like healthcare.

 

[shotstakovich]

I'm long MX:
1. The stock sells below the value of its fabs (look at SMIC's acquisition of LFoundry; TowerJazz's purchase of Maxim for precedent valuations).

2. Activists have stated MX is selling below thr value of its fabs

3. The market hates it because it underwent a financial restatement years ago. Nothing illegal imo, just stuffed their distributors to the brim and recorded that as revenue

4. Revenue from AMOLED biz is growing 23%+ next 5+ years, and with a little operating leverage, I believe the hit at least $40m in EBITDA, and potentially around $60m

5. AMOLED is in short supply with rising demand, that's why you see very aggressive acquisitions from players (mostly Chinese) pursuing hyper aggressive acquisitions.

Up 40 percent just few days after posting. Took profits, but may get back in if it breaks $9 resistance

 

[Superstar2317]

Well, my FCX, guess wasn't bad with it going from $14's to $19, too bad it was range bound until December where it exploded. No idea how much Monero went up but Boeing almost doubled, which is ironic being, the guy, who predicted it went short, a few months ago, in the $250 range or whatever it was. At first glance, no prediction imploded so that is good! Happy New Year everyone!