Top Investment Picks for 2017

As the new year rolls out, I decided that it would be a fun experiment to run and collect top investment picks for 2017. I reached out to the community of bloggers that I regularly interact with and asked them to participate in this collection. I performed the same exercise and the post garnered a lot of attention from the dividend investing community and readers in general. I recently posted the results on how the overall picks did over the course of the year in 2016. There are still some great picks from the 2016 top picks, and I invite you to check them for ideas. Anyway, back to the 2017 list…

The rules were simple: Pick one investment (either a stock or a fund or a commodity or any other form of investment), and present a short & quick investment reason behind the pick. Most bloggers I reached out to were happy to comply and shared their pick.

Top Investment Picks for 2017

Before I present the picks, I would like to remind the readers that these are simply picks based on current outlook and each investor should perform due diligence before investing in any of the companies mentioned. Also, the investors I reached out to are long term investors, so I discourage readers to trade in and out of these investments based on the data presented here simply because it is their top pick at the moment. It is very hard to predict what the stock/market will do over the course of one year, let alone a quarter or two.

Without further ado, here are the top picks from the blogging community for 2017. Some of the investors are not necessarily bloggers, and are some folks I regularly interact with via social media and other forums — in which case, I have linked to their public profile. The ‘DGF’ referred to next to some of the names refers to Dividend Growth Forum.

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Results: 2016 Top Investment Picks

As we ring out the year 2016, its time to look back and evaluate some of our investment picks/decisions. At the end of 2015, I reached out to the investing community and asked them to pick one investment security as their top pick for the year 2016. Plenty of the said bloggers responded and I was happy to compile the list and track them over the year.  The original post from Jan 2016 can be found here — it is interesting to see what everyone was thinking back then and how the picks played out over the year.

Again, I would like to remind readers that this was meant to simply be a fun exercise and should not be considered investment advise. Please do your own research before investing in any securities.

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Can A Rules-Based Investing Framework Improve Your Stock Market Results?

The following is a guest post. Jay Delaworth is the founder of Intelligent Trend Follower, where each week you can get actionable investment ideas and free educational content designed to help you apply a rules-based framework to limit risk and reduce stress in the stock market.

When you were a kid, did you follow the rules?

Did you clean your room, wash your hands before dinner, and always play nice with others?

It’s funny, as children, we are constantly told to obey all kinds of rules. Then, as we grow up and acquire our independence, the shackles of rules slowly loosen their grip.

We get more freedom, more leniency and more trust. Suddenly, you realize you’re an adult who can do whatever you want, whenever you want (so long as you don’t break any laws).

But why does this matter?

Well, let me put it this way:

  • Do you ever look at your investment portfolio and wonder why you own some of the stocks in there?
  • Do you ever scratch your head and wonder whether you should buy, sell or hold?
  • Have you ever bought a stock based on a tip or news story, only to end up unsure what to do with it?

The reason I ask is because I believe these common errors can easily be avoided. All it takes are a few simple rules you can use to make better investment decisions. So in this blog post, I want to show you why (and exactly how) you can start using rules to help your investing.

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Why Gold?

Gold — It is the oldest form of currency, universally accepted by the human species across the world in different cultures and different eras of civilization. This shiny metal has always been attractive by one and all for a variety of reasons. But we are in interesting times….and while we get more educated and complicate our monetary system, the more people tend to forget what gold even is. Is it a currency? A commodity? Or as some claim, is it a pet rock (Hint: No)? In this article, I visit and present a few reason to own gold.

Money vs Currency

Over the past few months, I have been spending a lot of time reading and learning about gold and its place in human history and our current monetary system. Our present state has become overly complicated where central bankers control every little aspect of our lives through the currency. The fiat currency is only a piece of paper, a promise from the government that the value you hold in your hand is worth something. We can argue all day long about which paper is stronger than other forms of paper from around the world, but the point is just that — its a piece of paper that is worth something today but may not be worth the same tomorrow. In fact, that is the hope — that it is worth less tomorrow.

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Aswath Damodaran Podcast Interview

I was listening to this podcast yesterday and thought that it was a great resource that investors need to hear and keep in mind. It fits in nicely with a lot of the discussion I’ve been having with others in the investing community regarding valuation. It addresses a lot of points that I was trying to make in this post on Market Timing. Have a listen and feel free to share your thoughts/comments below.

Short Bio: Aswath Damodaran is Professor of Finance at New York University Stern School of Business. Professor Damodaran received a B.A. in Accounting from Madras University and a M.S. in Management from the Indian Institute of Management. He earned an M.B.A. (1981) and then Ph.D. (1985), both in Finance, from the University of California, Los Angeles. His student accolades are no less impressive: he has been voted “Professor of the Year” by the graduating M.B.A. class five times during his career at NYU. In addition to myriad publications in academic journals, Professor Damodaran is the author of several highly-regarded and widely-used academic texts on Valuation, Corporate Finance, and Investment Management. Professor Damodaran currently teaches Corporate Finance and Equity Instruments & Markets. His research interests include Information and Prices, Real Estate, and Valuation.

Podcast length: 1hr 22m

Masters in Business: Aswath Damodaran Interview