Top 2017 Picks
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NamePickStock/Fund NamePrice on Jan 1, 2017Price TodayDividends Paid to DateTotal ReturnReason/Comment
Dependable DividendsUEXCFUEX CORP COM NPV$0.19$0.24$0.0026.32%As the great investment strategist Ricky Bobby once said, "If you're not first, you're last." I'm not investing Grandma Thora's retirement savings here. This is just play money. So when it comes to winning a stock picking competition, I go for the riskiest stuff out there. The ideas so nutty, some kids are allergic to them. My pick for 2017: uranium miner UEX Corp. Uranium miners have been in the doghouse since the Fukushima Daiichi disaster in Japan. Spot prices have sagged below $18.00 per pound, bringing down the share prices of miners with it. The industry has fallen completely out of favor with investors. That could change in 2017. Low prices have forced producers to dial back output. Dozens of new nuclear power plants will come online in emerging countries this year. That supply/demand picture could put a bid under uranium, sending the share prices of the most marginal producers like UEX soaring. UEX is a glorified lotto ticket. This is definitely not something I'd stick in my own portfolio. The company, which owns a bunch of interesting uranium fields in northern Alberta, is a glorfied out-of-the-money call option on uranium prices. But come next Christmas, I expect to be No. 1 in the competition rankings... or at the very bottom.
Div4SonULUnilever plc (ADR)$40.70$50.19$0.0023.32%I really like GILD or CAH. Even CVS. These companies are really beaten down. Would they bounce back in 2017? I don't know. However, my choice is Unilever. I usually buy the UL version. I don't think you can go wrong with this pick with a solid 3.5 yield with a forward PE of 19. Payout ratio is around 70%. FCF easily covers the dividend. I have been and will be adding more to UL.
Pollies DividendULUnilever plc (ADR)$40.70$50.19$0.0023.32%the company has tanked in 2016. On the basis the of the latest info I think this great company will rebound in 2017.
Dividend BeginnerAAPLApple Inc.$115.82$141.32$0.0022.02%With Apple's roughly $220 billion overseas and talk of a repatriation tax holiday, this cash could finally be put to good use. AAPL could use it to acquire almost any company or combination of companies they desired to expand their business. In addition to this, I believe they would use a good portion for share buybacks and dividend growth; possibly a special dividend as well. Shares of AAPL trade at a low PE of 14, around it's 5-year average while this tax scenario could be a powerful catalyst to send the stock soaring. With Samsung's exploding phone, Apple has a good opportunity to further penetrate the market with it's coming iPhone 8.
Dividends Down UnderASX:NVLNational Veterinary Care LtdA$2.15A$2.48A$0.0015.35%Second biggest vet group in Australia, it's a defensive business yet growing quickly.
Roadmap2RetireGDXJMarket Vectors Junior Gold Miners ETF$31.55$36.18$0.0014.68%Instead of picking one stock, I have decided to go with an ETF instead. I am bullish on the precious metals space as I believe both gold and silver are undervalued and have plenty of room to run. What better way to gain exposure than a mining company which provides leverage to the underlying metal price. Instead of picking one company, whose performance can swing wildly, I choose GDXJ as it provides exposure to 52 great junior/midcap mining companies in the gold and silver space. Headwinds include continued strength in US$, but if the rest of the market falters, gold and silver should see a nice leg up.
divmenow @ DGFMDTMedtronic plc. Ordinary Shares$71.27$81.27$0.0014.03%I have to put MDT on this list. It's been one of the best performers over the last 5+ years. Buy the good ones when there out of favor. Pays nice 2.4% dividend as well. Near a 52 week low. Buy it!!
Dividend TimeCAHCardinal Health Inc$71.97$81.66$0.0013.46%Cheap dividend aristocrat, with "everything" negative in prices. Also AAPL might be a good play if cash held overseas will come back to US
Angry Retail BankerDEODiageo plc (ADR)$103.94$116.64$0.0012.22%I don't know if it's my love for Guinness talking, but I'm eyeing DEO as my next stock pick. Not my top stock for 2017, but just my next pick. They are trading at a much better value than they have for awhile at the time of this write (forward P/E of 17) and have a number of world famous liquor brands under their belt. Good or bad economy, Hillary or Trump presidency, it does not matter; people throughout the world love to get their drink on. Sin stocks are essentially consumer staples and those have been down lately. Though I'm thinking of holding my dividend payments as cash in the hopes that we will get a nice market crash soon.
My Own AdvisorAQN.TOAlgonquin Power & Utilities CorpC$11.39C$12.61C$0.0010.71%I read their objective is to increase their dividend by 10% or so going forward. With a good mix of solar, wind and hydro energy, I like the diversification that comes with the dividend.
Dividend DiplomatsJNJJohnson & Johnson$115.21$126.73$0.0010.00%They are good old reliable, strong consistent dividend growth year after year. Additionally, they are a brand that all homes have. Lastly, their P/E ratio has been favorable for quite some time, even with the increase of share price, which is associated with EPS growth. Love me some JNJ!!
Dividend DiatribesVODVodafone Group Plc (ADR)$24.43$26.93$0.0010.23%Yes, a telecomm. One that has severely been beaten up. I see mid to low 30s in its future. I do own this stock too which makes it even more interesting for me to follow ;) Not a rocket ship but think it has more chances for price appreciation while collecting divi along the way.
Jay Delaworth @ Intelligent Trend Follower
WEED.TOCanopy Growth CorpC$9.14C$9.99C$0.009.30%Admittedly, it's very hard to value this company. And by most measures it's incredibly stretched. But as a speculative pick, I think CGC warrants some attention and has a lot of upside potential. After all, this is a brand new international market that is opening up and CGC is one of the most established and largest players in the space. There are still a lot of unknowns with regards to marijuana legalization in Canada. However it seems that the wheels are in motion and if so CGC shareholders could continue to benefit. I view this like buying a call option with no expiry date. The shares are pretty cheap and a small perentage of your portfolio in this company could end up going a long way.
DivGroNKENike Inc$50.83$55.20$0.008.60%NKE just topped my portfolio's rankings list, beating out other solid dividend growth stocks like General Dynamics Corporation (GD) and my 2016 pick, 3M Company (MMM).
Passive-Income-PursuitNKENike Inc$50.83$55.20$0.008.60%It's always a tough call to pick the best performer for just a one year time frame, but I think Nike has a good chance to have some good capital appreciation in 2017. It's not often that you can buy shares in a growth company at fair value which is where I feel Nike is right now. In order for Nike to have a chance to win this you'll need to see continued growth which should come but valuation expansion to get the win. Time will tell, but Nike as a company is still firing on all cylinders and if the strength of the USD finally changes course you could be looking at 20%+ growth numbers.
Retire Before DadNKENike Inc$50.83$55.20$0.008.60%After choosing a high-risk/bad-performing stock in 2016, Lending Club (LC), I'm going with a more traditional dividend growth pick this year. My choice is Nike (NKE). The stock was down around 20% for 2016. The company has a dividend growth streak of 15 years, with an average increase of 15% over the past 10 years. It's forward PE ratio is just under 20 and the dividend payout ratio stands around 29%. Strong balance sheet. Powerful brand.
Freedom 35 BlogHONHoneywell International Inc.$115.85$125.69$0.008.49%Strong earnings growth and well positioned to take advantage of the "internet of things"
Dividend Growth Investor
SCHDSchwab Strategic Trust$43.57$44.64$0.002.46%If I had to select just one investment, I would have to pick an ETF or Mutual fund. I am big on diversification, which explains why. This ETF is a diversified portfolio consisting of 100 quality dividend payers such as ExxonMobil, Procter & Gamble, Johnson & Johnson etc.. Many of these equities have a track record of consistent dividend growth. This ETF yields 3%, is commission free at Charles Schwab and has a low expense ratio of 0.07%.
DivHutCCPCare Capital Properties Inc$25.00$25.44$0.001.76%After a tough end to 2016 for the health REITs I think they'll rebound nicely in the coming year. It's a sector that has no love currently which is why I'm making my pick in the space.
Dividend Value BuilderWMTWal-Mart Stores Inc$69.12$70.19$0.001.55%As a deep value investor I like to buy stocks that are out of favor so I can buy with a margin of safety. There is no Dividend Aristocrat more out of favor than Wal-Mart! A strong balance sheet and good profitability make it worth holding while waiting for a growth turnaround.
Dividends in HandDIV.TODiversified Royalty CorpC$2.57C$2.59C$0.000.78%Instead of providing a well known, out of favour dividend growth stock (i.e. my TransCanada Pipelines pick for 2016), my 2017 selection will be a hit or a miss. After selling their stake in a chain or restaurants to Cara Operations Ltd last quarter, Diversified Royalty (a misnomer given they only receive royalties from two investments) has a pile of cash on hand that they are likely to re-deploy in the near-term. Catalysts include their excellent investment in Mr. Lube, their ~9% dividend yield, and the fact they recently settled a lawsuit/insurance claim against a former executive that will result in a $1.1M accounting gain in Q416.
Dividend LordCVSCVS Health Corp$78.91$78.28$0.00-0.80%Unilever or CVS Health. OK, Unilever is already picked, so CVS it is. Retail pharmacies, in-store medical clinics, pharmacy benefits manager (PBM). If this business isn't well positioned to service aging population, I don't know what is. CVS just raised dividend by 17,6%. Forward P/E below 14. Of course it's impossible to say how the stock will perform in 1 year time frame, but I feel good about long-term and will be buying more shares when the stock market opens in 2017.
Rocco MatteoMG.TOMagna International Inc.C$58.30C$56.94C$0.00-2.33%Great balance sheet and trading at 8X earnings , cheap valuation with good upside in next 12 months
All About The DividendsENB.TOEnbridge IncC$56.50C$54.80C$0.00-3.01%Earnings will receive a big boost with the upcoming Spectra Energy purchase. That will also increases dividends for investors.
Hello SuckersETEEnergy Transfer Equity LP$19.31$18.54$0.00-3.99%This company is involved in energy transportation (similar to KMI) and their infrastructure is worth $60 per share. They also pay nice dividend. I believe the price appreciation along with dividneds will continue in 2017
Income SurferVDSIVASCO Data Security International, Inc.$13.65$12.98$0.00-4.91%VDSI is my top pick for 2017, because of a combination of factors. Data and transaction security will be front and center in 2017, following a 2016 that was rife with hacking and data theft issues. Vasco has been a huge player in the European financial industry, and has been growing the customer base in the US. The company has been growing, but not as quickly as it should have been in 2016. A big part of the problem has been that banks, particulary in Europe, have been slow to invest in data/transaction security because they haven't had the cash flow.....and European laws have allowed them to keep from disclosing data/transaction theft incidents. Those circumstances will change in 2017, especially as teh European banks are already begining to benefit from better net interest margins. I view Vasco as a solid Dhando Investment. Low risk given the lack of debt and cash on the books, while solidly growing in a very important industry. Eventually I think Vasco will be bought out by a large bank or data processor, but for now I am happy to be an owner in this growing business.
DGI for the DIYGILDGilead Sciences, Inc.$71.61$67.64$0.00-5.54%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.
Dividend HawkGILDGilead Sciences, Inc.$71.61$67.64$0.00-5.54%The combination of current pipelines, as well as current cash plus enormous retained future profits, means that you are being compensated very well for this risk at less than 7x earnings. I'm waiting a double digit growth for the next year.
Investment HuntingGILDGilead Sciences, Inc.$71.61$67.64$0.00-5.54%It was my pick for 2016. Well that didn't work out well. I guess it depends on how you look at it. A depressed stock price allowed me to buy more share through DRIP investing. Competition in Gilead's space has gotten tougher, but I beleive this company will come out on top in 2017. Additionally, Express Scripts just moved the Gilead drug Harvoni to their preferred tier. This should help bolster sales. Gilead also filed a new drug application with the FDA for a single-tablet Hepatitis C drug. If the drug is approved, it will be the first once-a-day pill for cronic HCV.
Also, Gilead is sitting on a mountain of cash. I suspect that Gilead will us some of this cash to acquire a few companies in 2017. This will help to spread out revenues, away from HCV and into other areas.
Rasec @ DGFGILDGilead Sciences, Inc.$71.61$67.64$0.00-5.54%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.
KTMarty @ DGFUHTUniversal Health Realty Income Trust$65.66$61.43$0.00-6.44%4.0 Div, Breaking New Highs on high volume, increasing dividends but low @ 1.2%. Looking for a 20% increase in 2017
TawcanNVONovo Nordisk A/S (ADR)$35.86$33.40$0.00-6.86%Novo Nordisk saw a bit of headwind in 2016 and I feel the tide has turned for NVO. NVO is the lead producer of the diabetes insulant medicine which should help them increaes the profits moving forward
Blog reader AlNVONovo Nordisk A/S (ADR)$35.86$33.40$0.00-6.86%From 2011 to 2015, evolution: # shares outstanding from 2900 to 2600 million (share buyback program in place), net sales from 66 to 107 Billion, net profit from 17 to 34 Billion (30% plus NET profit margins...), earning per share from 6 to 13,5 Dividend per share from 2,8 to 6,4 Cash holding much more than 10Billion and debt 1Billion, ROE above 70%, Share buyback program of 4,5 Billion started in October 2016. Now, that’s what I call a proper profit machine…
Blog reader Guy KnightASX:SPLStarpharma Holdings LimitedA$0.73A$0.66A$0.00-9.59%My personal choice for 2017 is an Australian nanotech company called Starpharma. In the long term, its dendrimer technology shows huge promise to make a wide variety of drugs work better at lower dosages and with fewer side effects. Should this prove to be the case, these qualities could improve existing drugs that are off patent, thereby qualifying them as new formulations and worthy of new patents. In the short term, the company has multiple products newly for sale or for some time in 2017. The first product is its Vivagel-coated condoms that that have been shown in the lab to kill viruses such as HIV and HPV. These are for sale in Australia and approved for sale in Canada, Iran, and China with likely more countries to follow. Another product that will be for sale soon is Vivagel to treat bacterial vaginosis. It is a new class of treatment that appears to have a huge demand, since current treatments are severely lacking. In addition, they have clinical trials ongoing, with milestone payments from Astrazenica that will come due. It’s a speculative investment in a currently unprofitable company that may very well show its first profit this year. I own shares in this company.
FI FighterBGS.AXBirimian LtdA$0.33A$0.29A$0.00-12.12%Lithium boom 2.0 sometime in 2017... Birimian will get taken out, or joint-venture to develop high-grade Goulamina deposit.
Dividend Dragon @ DGFLON:NXTNEXT plcGBX4,983.00GBX4,192.00$0.00-15.87%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.