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Stocks for 2017
Dian
Posted: 05 January 2017 00:14:07(UTC)

Joined: 09/10/2016(UTC)
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I like to follow high ROE companies. Over the past 12 months, Compass Group PLC (LSE:CPG) generated an ROE of 44.8% better than its industry. My main concern is its current PE ratio. The Sage Group plc (LON: SGE) is also having a higher PE ratio but some investment houses still expect it to outperform the industry. Currently SAFL (Sanderson Farms) is riding high and still has low PE ratio. Dean foods Company (DF) is another high riding stock and current PE ratio is around 18. It hit a new 52 week high as well. Frontier market stock Three Acre Farms (TAFL) listed in the Colombo stock exchange is also another high ROE stock which has a very low PE ratio. Unilever (LON: ULVR) has a higher PE ratio but some still expect some upside potential.

http://www.directorstalk...bryan-garnier/412719841

Is anybody following higher ROE companies in the USA and UK? Which professional service companies have higher ROE?
Vince.
Posted: 06 January 2017 14:29:52(UTC)

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Happy New Year all,

I thought this might be of interest to at least one poster on here :-)

http://www.walesoncraic....arry-island-theme-park/

Vince
1 user thanked Vince. for this post.
Dian on 08/01/2017(UTC)
CUEBALL
Posted: 06 January 2017 14:54:38(UTC)

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..'av bin'....ow naive am I..? ha ha ha....mind you until Dragons den I thought Pat Pending was the professor in wacky races...X

HA HA..BRILLIANT ...XXX
srg751
Posted: 06 January 2017 16:14:17(UTC)

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Seen who's buildin it ?


Got plannin for the 'Ibstock Brick Museum' and 'Polyworld' as well.
Dian
Posted: 08 January 2017 06:26:27(UTC)

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Greggs plc (LON: GRG)

In my view, above tasty food stock should consider as a stock for all occasions trading at a PE ratio of 17. It has generated an ROE of 23.6% over the past 12 months. Its five year performance is impressive but has under-performed the market over the past 12 months. Will it be another winner for 2017 or can we expect pullback at some point?
Dian
Posted: 20 January 2017 22:59:06(UTC)

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Dian
Posted: 18 February 2017 00:38:19(UTC)

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Consumer staples

I still expect significant growth opportunities for USA consumer staples companies. In food category, companies that can respond effectively to the healthy food trend appear increasingly attractive heading into 2017. I continue to see a massive opportunity for consumer staples companies abroad specifically in emerging and frontier markets as their sales growth is much higher than developed markets as a result of rise in incomes and spending on consumer items. How about merge and acquisitions in this growing sector?

http://blogs.barrons.com...spotlight-on-merge-arb/

http://uk.reuters.com/ar...pe-stocks-idUKL8N1G254F

Energy sector

Efficient and productive energy producers that have access to strategic natural resource locations and lowering their costs should do well.

Industrial

Increased investment in infrastructure in the U.S. should benefit infrastructure related companies. It will be same for countries which will increase investment for infrastructure.

Financials

There is still a place for high-quality, companies in this sector. Quality financial companies with competitive advantages, above-average returns on capital, and great valuations with long term potential should do well globally.

Emerging markets

There could be opportunities in infrastructure,consumer staples and internet areas in China and India.

Asian frontier markets

There could be pocket of opportunities in South Asian frontier markets such as Sri-Lanka, Pakistan and Bangladesh. Sri-Lanka should generate more attention after its upgrade from negative to stable for country and some banks and insurance companies by Fith Rating agency. Support from the IMF has helped both Pakistan and Sri-Lanka.
1 user thanked Dian for this post.
Sara G on 18/02/2017(UTC)
kWIKSAVE
Posted: 19 February 2017 13:53:52(UTC)

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Consider Allianz Technology trust.
Dian
Posted: 19 March 2017 05:32:43(UTC)

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Some more winners for 2017/18

https://www.fcc-fac.ca/e...ross-grain-markets.html

•Winners When Crop Prices Drop: Large food producers, meat processors and milk producers in Europe, the USA, Asia-pacific and other global markets are some winners.

•The energy industry will feel pain from low oil prices, but other industries will get a boost from them.Examples are Retail, Transportation, Travel, Hospitality and Auto and so on.
Dian
Posted: 25 March 2017 04:59:30(UTC)

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Two stocks which had some demand so far in 2017

Sanderson Farms, Inc.(NASDAQ:SAFM):It hit new 52 week high on Friday.

Unilever plc(LON:ULVR): Trading closer to 52 week high.

http://www.proactiveinve...ake-up-plans-175358.html
Dian
Posted: 23 April 2017 08:02:51(UTC)

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Why investors are still cheerful on stocks like Pilgrim’s Pride Corporation (PPC) and Virco Mfg. Corporation (VIRC)? They were some of the biggest movers in the market last week.

http://www.stocksgallery...es-with-a-move-of-1-05/

https://melvillereview.c...the-run-continue/99543/

https://melvillereview.c...7-11-for-the-week/99474/
Dian
Posted: 29 April 2017 08:02:00(UTC)

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Dian
Posted: 26 May 2017 20:50:09(UTC)

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I mentioned following one at the beginning of this thread. I didn’t expect their share prices to reach $120. It has happened.

https://seekingalpha.com...rson-farms-strong-rally

Should Investors Sell Sanderson Farms After A Strong Rally?
Dian
Posted: 01 July 2017 00:22:52(UTC)

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Particularly, I mentioned about following company in one of the threads in this forum.

EasyJet (EZJ)

http://www.morningstar.c...ing-stocks-of-2017.aspx

Best and Worst Performing Stocks of 2017

Two of the best performing stocks year to date were among the poorest stocks of 2016; while 2017's worst performing stocks have been hit by scandal and political headwinds
kWIKSAVE
Posted: 01 July 2017 10:12:36(UTC)

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I've plonked recently 5k each into

Fidelity Global Special Sits
Pictet Water
Weir Group

markets a bit frothy ........ perhaps do monthly conts of £300 each into a tech and emerging markets funds

don't like IT's

any suggestions please ?
Dian
Posted: 02 July 2017 02:31:40(UTC)

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I also mentioned Inter Continental Hotels Group PLC (LON: IHG) along with Easy jet in one of the threads here. Its 52 week low was 2,647.00. Current price is 4,492.

As you said market is frothy; firstly, how about separating attractive stocks from the broader market? Secondly, how about finding stocks which performed badly during past 12 months and ready for run on the basis of cheap valuation and their outlook? I am still bullish on Airlines, hotels, foods and finance stocks.

https://www.directorstal...tels-group-plc/412731171
Dian
Posted: 09 July 2017 03:08:49(UTC)

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UK equities have done well during the first six months of the year. That is why I said before you go abroad there would be opportunity in your door step too. I was able to get list of some top performers in the first half of this year in 2017 in UK. Picking winning individual companies will make big difference to anybody’s portfolio.

GFS, IAG, IAG, CTEC, RR, EZJ, SML, RLH, BZM, TRIN, ECHO, ESUR, SXX, FXPO, STOB, SOPH

I don’t think all of above will have similar performance during second half of this year and will need top down approach to find out next winners. As sectors, I still see opportunity in transportation, food, Airlines, Hotels and restaurants, energy sector, financials, selected tech stocks and selected emerging markets and Asian frontier markets. In Singapore restaurant and leisure industry have done well this year. There were demand for stocks like Kimly, Mandarin Oriental and Shangri-La Asia Ltd.
colin overton
Posted: 18 August 2017 06:43:30(UTC)

Joined: 26/04/2008(UTC)
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Dear John, Took a quick look at Finviz.com, looks interesting. I'm after some new ideas for an IC, might sign up for an account, but fear the intrusive emails - already get these from HL, Citywire, the IT people, etc! Can you provide a link to your article? Thanks
john jacob
Posted: 19 August 2017 09:09:14(UTC)

Joined: 11/08/2017(UTC)
Posts: 3

Hi Colin, the link to my article is in the previous post (finviz), there are also other very good screeners on the internet, but most of them that I did find were unfortunately only paid.
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