Top Investment Picks for 2017

DivGro: Nike Inc (NKE)

“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).”

DivHut:Β Care Capital Properties (CCP)

“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 Beginner: Apple Inc (AAPL)

“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.”

Dividend Diatribes: Vodafone Group plc (VOD)

“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 πŸ˜‰ Not a rocket ship but think it has more chances for price appreciation while collecting divi along the way.”

Dividend Diplomats: Johnson & Johnson (JNJ)

“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 Dragon @ DGF: Next plc (LON:NXT)

“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 Β£ following Brexit.”

Dividends Down Under: National Veterinary Care Ltd (ASX:NVL)

“Second biggest vet group in Australia, it’s a defensive business yet growing quickly.”

Dividend Growth Investor:Β Schwab U.S. Dividend Equity ETF (SCHD)

“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%.”

Dividend Hawk: Gilead Sciences Inc (GILD)

“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.”

Dividend Lord: CVS Health Corp (CVS)

“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.”

Dividend Time: Cardinal Health Inc (CAH)

“Cheap dividend aristocrat, with “everything” negative in prices. Also AAPL might be a good play if cash held overseas will come back to US”

Dividend Value Builder: Wal-Mart Stores Inc (WMT)

“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.”

Dividend Watcher @ DGF: Gilead Sciences Inc (GILD)

“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).”

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22 thoughts on “Top Investment Picks for 2017

  1. These exercises are always fun to do and see how our picks fare over the year. Of course, near term it’s anyone’s guess as to what will perform best but it was nice to see quite a few health/biotech picks among our peers. Between CAH, JNJ, GILD, CVS and my CCP it seems like health was a definite theme. Good luck to all in ’17!

  2. Guy Knight says:

    Thanks for the list and justifications. Glad to see I already own a few of these. 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.

    • You are welcome, Jay. An interesting pick from you — CGC has been garnering a lot of attention from the followers of the sector. Traditional valuation models make me balk at the current price though πŸ™‚

      R2R

  3. Thanks for asking me to participate, looks like I had plenty of company with my Gilead Sciences pick. A nice collection of stocks here, will be interesting to see which one comes out on top.

    Eric

  4. Thanks for including me in this again. Let’s see if I can win this thing twice in a row! Crossing my fingers for DEO!

    Sincerely,
    ARB–Angry Retail Banker

  5. Thanks for compiling the list and including me. πŸ™‚ Wow. It’s only the first week of January and some of those names are already up double digits! Looking forward to see how everything turns out by year’s end.

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