Top Investment Picks for 2017

Blog reader Guy Knight: Starpharma Holdings Ltd (ASX:SPL)

“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.”

KTMarty @ DGF: Universal Health Realty Income Trust (UHT)

“4.0 Div, Breaking New Highs on high volume, increasing dividends but low @ 1.2%. Looking for a 20% increase in 2017”

divmenow @ DGF: Medtronic plc (MDT)

“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!!”

So, there you have it – the top investment picks for 2017. In order to track them centrally, I have created this spreadsheetΒ (also presented below)Β that is publicly available for viewing. The sheet tracks the picks and how the investments perform over the year.

Those are some very interesting picks, and just a few stocks that overlap with each other. With 4 investors picking Gilead Sciences (GILD), the company appears to garner the most bullish sentiment in the community. Close second is Nike Inc (NKE), picked by 3 investors. Other duplicates are Unilever (UL) and Novo Nordisk (NVO) picked by 2 investors. What are your thoughts on the stocks/funds picked by the blogging community? Do you own any of them and/or have a more bearish outlook or have a better pick than the ones mentioned? Share your thoughts below.

Other Stock Picking Contests

If you are looking for further research and more ideas, here are a couple of other stock picking contests

  • Financial Uproar asked readers to pick 4 top picks and will be tracking the progress through the year
  • The folks at ceo.ca made their (mostly microcap mining stocks) picks and they are summarized here

Full Disclosure: My full list of holdings is available here.

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23 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.

  6. My pick list for Y2017 would be: JNJ, INTC, T, CSCO, TGT. The only one in this list is JNJ. I saw VOD and WMT but I more prefer T and TGT as one is more stable and other has higher yield and low P/E.

    Whe im not into js CO and PG as they are overvaluated and has decline in their top and bottom lines. Also energy stocks like XOM, CVX, BP and others. Yes they pay good yields but I dont see how they will recover their top and bottom lines unless oil recovers back to 100$ and that is not going to happen. Also im out of Basic materials that i thins is to volatile. I also keep out of banks for now as well.

    As I see there are few repeating stocks like Nike. Will be looking at what we have there πŸ™‚

    Ou and im also a fan of strong balance sheet and low laverage πŸ™‚

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