Top Investment Picks for 2018

Warren Fyffet: Sampo Oyj (HEL:SAMPO)

“My choose for Top investment pick for 2018 is finnish Sampo Oyj. Sampo is finnish “Buffett style” insurance company. Sampo has relatively low valuation P/E 10,75 and P/B 1,99. It has Sampo has relatively low valuation P/E 10,75 and P/B 1,99. It has bought during last 3 years 45% Danish Insurer TopDanmark in my opinion very low price. first 25% they boght few years ago and then ownership rises over 30% via company’s ownshares byuing program. Therefore Sampo must make byuing offer and they did. They get 15 % actually under the stock market price. Sampo has also decided that Topdanmark is starting pay dividend instead of buying own stocks. This will help in the future sampo rise already nice 5,1% dividend. Now they have to write up owner of Topdanmark and everybody see’s it in figures. Think is one driver for company price even it made in paper. In the other hand I assume interest rates will rise in Nordic countries and Europe or at least some of them and speed up Sampo’s return of investments. Insurance IF, Topdanmark and banking Nordea (25%). Sampo and it’s Björn Walhroos is well known with Comporate arrangements. There has been some rumors. You can found Wahlroos name for example here.”

So, there you have it – the top investment picks for 2018. In order to track them centrally, I have created this spreadsheet (also presented below) 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 one pick is duplicated — ‘silver’ by David Brady and Income Surfer. There are 5 cryptocurrency picks, which goes to show how hot the sector is right now. Two investors picked ETFs and the rest have gone with individual stocks. This will be interesting to monitor over the year and I will provide quarterly updates on how these securities are doing. You can also find the live coverage anytime by returning to the Stock Picks page.

What are your thoughts on the stocks/funds/cryptos picked by the 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.

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

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27 thoughts on “Top Investment Picks for 2018

  1. A very diverse set of picks this year. Interested to seeing if the crypto currencies, commodities and weed stocks can out perform more traditional holdings. Good luck to everyone!

    • Yes, I do see a change in the picks. What used to be just stocks in the past, has now turned into stocks, commodities, cryptos etc…quite a mix here and as you said, very diverse.

      R2R

  2. JC says:

    Hope that the closing price from 2017 is the start price because if so GBLX is off to a good start at +20% on day 1. Should be fun to track this as the year goes on. Lots of different asset types in this years mix.

  3. This is a nice list. Some of these I am interested in and others I have no interest in. It is awesome to see the opinions of others in the community. Myself I like acquiring commodities at this point regardless if its a gold and silver play or if its an oil and gas play. I am very excited to see what lies ahead for all us in 2018. Good luck to everyone and thanks for sharing R2R.

  4. Always fun to play the “fortune teller” game. I think crypto will continue to make news in 2018. Last year my pick CCP was merged with SBRA. Not sure how that was calculated 🙂 Let’s see where we are in one year.

    • Its a fun exercise. I am not sure how to calculate the merger…so, I left it out of the overall calculations. I guess I could’ve switched to SBRA as your pick? Anyway…lets hope this year is a good one too

      R2R

  5. Woho, price of my pick is up more than 20%. Nice, btw, to you use total return or price return? I’d say that price return is cheating, because companies like T and my pick, Magnolia, pay a dividend of around 3-6%; which is return, but the price will also fall because of this payment, while others don’t. Should be included if one want’s to compare, but I understand that it will mean more work :/

  6. The Board of Sampo Oyj proposes to the General annual meetingto be held 19 April 2018 a dividend of EUR 2,60 per share (2,30). The dividend propoced to paid 26 March 2018.

    Nice 13% dividend rise.

    WF

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